4 days ago
1st Quarter 2020 Review Webinar
Investment Commentary on the 1st quarter of 2020
High Fees Are Hurting Your Portfolio More Than the Coronavirus.
High fees are hurting your Investment portfolio more than you know, but it's not what you'd expect.
Pandemic Investing in 3 Parts: How to Navigate the Current Situation.
How should You be investing during the COVID-19 pandemic?
Investors Consistently Underperform Passive Investing
Investors consistently underperform passive investing strategies. This graph is proof.
Coffee Talk Recap: February 13, 2020
Coffee & conversation this Thursday at Blue Moon Coffee in Lake Oswego, Oregon.
Commentary: Funds vs Stocks
Should you or your advisor use funds or stocks to build your portfolio? This post and video will help answer the question.
Commentary: Passive Investing Trends
Passive investing accounts for almost 50% of the stock market activity - how this fact and other's influence Bill's thinking at WealthFactor
Review & React: Goldman Sachs Fee Schedule!
Goldmans Sachs is charging crazy fees to their private wealth clients!
Review & React: A Morgan Stanley Investment Proposal
Bill reviews a $250k investment proposal from Morgan Stanley.
NEWS & UPDATES