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Weekly Column

CFP No Guarantee Financial Adviser Puts Your Interests First

Watch this video on YouTube One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their...

How To Find Trustworthy Investment Advice

Watch this video on YouTube Is investing fun? Certainly—for some of us who think number-crunching is more exciting than, say, gardening or watching “Game of Thrones.” Yet, as crucial as investing is for creating financial independence, most people don’t...

Average Market Returns, A Winning Investment Strategy

Watch this video on YouTube When it comes to investing, it’s a losing proposition to try and be anything better than average. I was recently reminded of this important investing precept when I attended a presentation by Ken French, a noted professor of finance at...

Resist Temptation to Try to Beat the Market

Watch this video on YouTube Steve Forbes, editor of the well-respected financial publication Forbes Magazine, once said, “You make more selling advice than following it. It’s one of the things we count on in the magazine business, along with the short...

Change Money Behaviors With Three Flow System Forces

Watch this video on YouTube At a recent workshop sponsored by the Center for Action and Contemplation, I was introduced to a principle that could be a helpful way to frame and change hurtful money behaviors. It’s based on the work of Adrian Bejan, a professor of...

President’s Influence on US Economy is Limited

Watch this video on YouTube Last week I reported on a survey that found most investment advisors are expecting the presidential election to result in rough seas for both their businesses and their client’s long-term retirement portfolios. As it turns out, I am in the...