Transparency

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.

More than products or models, financial advice is about helping clients reach their goals.

Can investors learn a few things from a country song?

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

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.