The Blog
Evidence over opinion. Data over drama. Practical strategies you can use today.
I’ve spent my entire career advising a wide range of successful people. Most of them are extremely intelligent but they aren’t always rational. And that can have a negative impact on their financial decisions.
After years of deliberation, I finally launched a podcast. I’m excited to introduce The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor.
Like homes, mortgages come in many sizes and types. Your home is the largest purchase you’ll make so it’s crucial you understand your options and choose the right type of mortgage.
If interest rates are low, you have to be strategic to earn more on your cash. But before you open your wallet, understand the risks and rewards.
An unexpected windfall of cash creates unique opportunities and complexities to your finances. Learn five ways to thoughtfully manage sudden wealth so you keep the cash you have inherited.
Nearly everyone needs life insurance, but permanent life insurance is rarely the right answer. Here’s what you need to know and how to find the right coverage for yourself (without overpaying).
Math usually indicates the idea of a starter home as an “investment” is more myth than reality. If you are looking to buy your first house, here are four things you should know first.
If you need to buy and sell a house at the same time, the transition is complex. Learn how to streamline the process, what to look for, and what to avoid.
For true peace of mind and a path to financial freedom, you need a complete financial plan. Even if you already have one, make sure all of these essential eight elements are included.
Every financial situation is unique but there are specific scenarios that call for deeper financial expertise from an advisor.
While much of America sorts through and compiles what they need for a successful return this tax season, only a few taxpayers will think the process feels simple and relatively easy. How can you join their ranks? There’s one practice guaranteed to make the tax filing process a lot less stressful each spring: organization. Keeping […]
Mortgage rates are near historic lows, but there are many factors to determine if refinancing is actually a smart choice. Understand the numbers to crunch to determine if a refi may make sense and learn the hidden costs most homeowners don’t consider.
By the time you’re in your 40s, you have probably established some financial goals, invested in your workplace retirement accounts, and set aside money for a rainy day. As you move into your peak earning years, here are four strategies to put in place in your 40’s to plan for your future.
The right investment strategy to reach your goals shifts as you age. Your 30s are the time to begin building lasting wealth to meet life’s growing demands. Here are six ways to focus your investing strategy as you navigate your 30s.
The financial decisions you make in your 20s are arguably more important than any other time in your life. With that in mind, here are the five most important things you should do in your 20s to set yourself up for financial success.
U.S. employers offer benefits to attract and retain talent, with healthcare coverage, equity compensation, and retirement plans considered standard offerings at most companies. While this may seem like a win-win for everyone, not all of these wellness programs are created equal.
It might be tempting to lend money to family members, but there are several important factors to keep in mind when considering an intrafamily loan. Here are three pointers to help you avoid any unnecessary drama.
There’s a surprising way to become a better investor: reading books. You need to get an understanding of markets so you can accurately interpret what you hear in current news and economic trends. Here are 22 books to start with broken down by beginner and advanced reading.
How does the Chief Investment Officer of Plancorp, who oversees roughly $4.5 billion of client assets, invest their own? See a full breakdown of how I manage my assets, cash, liabilities, and more.
With election season heating up, debates on what a Trump or Biden victory could mean for the stock market are intensifying, too. Here are my thoughts on if a the election will affect stock market returns.
As interest grows in environmental, social and governance (or ESG) investing, you may wonder why your 401(k) plan does not offer ESG funds. Here’s why I don’t think your 401(k) is the best place for ESG funds.
How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It’s simple: a sense of wellness doesn’t come from numbers alone. Learn four steps to improve your financial wellbeing.
Planning for retirement isn’t the most straightforward process, but these ten steps are a great place to start.
There aren’t many easy fixes when it comes to increasing your financial literacy. You have to do the hard work of educating yourself. The good news is that you have many options for doing so.
Personal Finance
It was an honor to begin contributing to The Wall Street Journal last year. Even better, a few of my articles made their Top 5 Investing Posts of 2017.
Personal Finance
People change advisors all the time, but they don’t always consider the various costs they incur in the process.
Personal Finance
Last week was the annual Blogger Wisdom series on Abnormal Returns. Here were my responses to the different questions asked throughout the week.
Personal Finance
In school, you are given a lesson then a test. In life, you are given a test and then you learn a lesson – money lessons can be expensive.
Personal Finance
One of the things you come to learn about writing is that some of your favorite work doesn’t generate the buzz you expect. Almost every writer has experienced this a few times, so I turned to the blogging community to get their thoughts.
Personal Finance
What the biggest mistake investors make? Your favorite financial bloggers share their thoughts.
Personal Finance
What issue in the world of finance isn’t getting enough attention? The biggest financial bloggers weigh in.
Personal Finance
Being able to communicate ideas succinctly is a great skill, because clarity of writing usually follows clarity of thought. I’m always amazed at how well some people express themselves on Twitter when they are limited to 140 characters. This was my inspiration for a question I posed to several of my favorite bloggers: What’s the most important financial insight you can convey in 140 characters or less?
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