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...
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? If you’re one of those people asking that question (and many others around...
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
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...
