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July 19, 2018

The keys to maximizing the probability of successful investor outcomes are simplicity and efficiency. Investors are conditioned to hunt or search for opportunity. The search for opportunity is almost always complex. Complexity leads to greater infrastructure which l...

June 19, 2018

If you are paying .85% on assets or more in fees you should ask your adviser for a discount. The mass-adviser offers a set of bundled, often outsourced commodity services that consumers pay premium prices for. The mass-adviser charges far more than they should without...

May 31, 2018

The best parts of index-based investing are not exclusive to indexing. Low-fees, diversification and avoiding untimely switching can all be achieved without an index.

May 23, 2018

One of my fundamental beliefs in the investment industry is if it is complex it either forces or hides unnecessarily high fees and risk taking.  Variable Annuities are one of the most complex financial contracts I've ever attempted to understand.

May 1, 2018

Risk-smart investors should avoid concentrations. FAANG stocks have become large parts of many portfolios. Investors should seek to minimize their concentrations in these stocks.

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