If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.

Staying composed when storm clouds bring bad weather is not easy but, just as keeping a steady hand on the tiller and staying calm is the key to reaching a port safely, avoiding the urge to make changes in volatile markets is the key to long-term investing success.

What's in a name? Maybe more fees that you realize.

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.

Does Pavlov explain a great deal of the way Wall Street works?

Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.