
IPOs: Big Talk. Little Action
New stock offerings have not been justified by their performance.






Language of Lucre
While not nearly a complex as the jargon of stock brokers, investment advisors do speak a language that can seem foreign.

Proper Pie Parceling
Properly allocating your portfolio assets can make a big difference in both return and risk.

Bears Aren't So Bad
Bear markets seem scary, but they’re not as bad for older investors as we’ve been led to believe.

Bear Busting Blueprint
Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when market turbulence is on the rise. Why the disconnect?

Different Directions
While the concept of correlation may be a bit confusing, it is critical to the concept of science-based investing. So, here’s our attempt at explaning correlation and how it effects your investments.

Lying About Fees
The majority of the financial services industry is incompetent or worse. Rarely do they tell the whole truth about their fees and commissions.

A Different Way To Donate
We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. Good giving feels great – for donor and recipient alike. That said, a tax break can feel good too, and it may help you give more than you otherwise could.

Do Good to Do Well
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how.

When Rates Rise
What do rising interest rates mean to your financial well-being? Is there anything you should “do” to your investment portfolio when they occur? As with most economic events over which we have no control, we typically recommend you act only on factors you can personally expect to manage.

The Best Advice
The human brain is wired to create poor financial decision making. Generally, when it comes to money, we feel secure when we should feel insure, and we feel nervous when the risk of loss is actually quite low.

Cryptic Currency
Have you caught cryptocurrency fever, or are you at least wondering what the fuss and excitement are all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are wondering if they should be buying Bitcoin or Ethereum.

Money Mastery in Five
Making money is a lot more simple than we'd like to believe. Just a few simple concepts will put you miles ahead of most investors. Here are my five top tips.

9 Real Investor Questions
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of these questions.

ABCs of Bad Investing Behavior - part two
In January, we began this series with bad investor behaviors A-H (hindsight didn't fit). Here is the rest of the the emotional issues succesful real investors must overcome.