Why Alternatives are Bad for Your Portfolio

Why Alternatives are Bad for Your Portfolio

It’s never been easier for investors to add exposure to alternative investments into their portfolios. Liquid alternatives offering exposure to hedge-fund strategies and nontraditional asset classes through a mutual fund or ETF wrapper are becoming increasingly...
Financial Blogger Wisdom: Fall 2017

Financial Blogger Wisdom: Fall 2017

Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Much like the series that ran this summer, it is so cool to collaborate with such a talented group of people. Below are my responses to...
Why Alternatives are Bad for Your Portfolio

5 Essential Estate Planning Documents

Today marks the beginning of National Estate Planning Awareness Week, which was created to help the public better understand this important area of financial wellness. Estate planning is a little different for everyone. While you are alive, the estate planning...
Active vs. Passive: The Wrong Debate

Active vs. Passive: The Wrong Debate

Are you an active or passive investor? This question gained prevalence in the last decade among investors and frequently invokes furious debate among financial professionals. The S&P Indices Versus Active (SPIVA) Scorecard serves as a de facto measure of who’s...
Spending Too Much? Here’s What to Do

Spending Too Much? Here’s What to Do

What do you think is the most common problem people have in the process of building wealth? It’s nothing complicated, like developing an investment plan or determining the most tax efficient strategies to use in retirement (although knowing what you’re doing in both...
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