Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below. You can also read about more about my involvement...
Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’ journey home to Ithaca, which included a part where Odysseus and friends had to sail past the island of Sirens. The Sirens sang a song no sailor could resist. But if...
I’m really excited about getting a new iPhone. I’m rather attached (addicted?) to my phone, so I rarely think twice about shelling out several hundred dollars to get a new one. I can even say it’s an extremely reasonable purchase to make, because I...
There is an important decision long-term investors make and it is one of the few things in the world of investing fully within your control: Asset allocation. What is Asset Allocation? Asset allocation is an investment strategy used to balance risk and reward by...
Every December, I make a list of books to read for the upcoming year. The list isn’t designed to be exclusive, and I tend to add additional titles as the year progresses. In past years, however, I never came close to getting through everything on the list. I still...
