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

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...

Flat Fee - Fee Only - Fiduciary Dear Friends, Clients, and Future Clients, Today is a milestone I’ve dreamed about for over a decade: 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,...

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