Scientists have spent centuries unraveling the fundamental rules of the universe, and after all that work, they basically handed us three...

“The Miracle of Compounding Returns is Overwhelmed by the Tyranny of Compounding Costs.” — Jack Bogle Compounding returns are often...

The instant payment system you've never heard of. Why Is Your Money Still Stuck in Limbo? For years, one of the biggest complaints about...

When SPAM Beat Cell Phones: A Reminder That Market Winners Are Often the Ones We Least Expect. If history has taught investors anything,...

Even the most logical thesis can fail. Markets can punish conviction just as easily just as easily as they reward it. The Industry’s...

The Backdoor Roth Cheat Sheet This guide expands on our article "Backdoor Roth IRAs and the Pro-Rata Rule: What Investors Need to Know" ...

Navigating the Backdoor ROTH I get this question all the time. From clients, peers, and I see it constantly online:  “How do I do a...

Right now tariffs and evolving policy are top of mind. Used as a tool for protectionism, retaliation, or revenue generation, tariffs...

While there is nothing inherently wrong with traditional mutual funds or ETFs, they are pooled investment vehicles ...

Say it with me, “GDP does not equal the stock market.” Many investors look to GDP growth or contraction to see ...

Financial innovation provides investors with a seemingly endless supply of new investment options. But the process of evaluating the ...

“How do you get paid, and how much does it cost?” This is a question every person working with a financial professional should ask. Yet,...

He goes on to point out that in 2015 most assets were concentrated in a handful of managers, presumably the best performing...

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantia

Below are ten financial decisions to address before you retire. This checklist is a great starting point for pre-retirees but doesn’t...

“The only person that is undefeated is father time” – Charles Barkley I recently saw a great blurb on social media about industry change....