Where Are Fees and Expenses Not Costs?

Generally accepted or not - Fees and expenses are costs
Read More

How Can Trustees Be Prudently Passive?

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.
Read More

Ignoring Fees Doesn’t Beat the Market

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

Crucial Elements in Wealth Management: Simplicity and Transparency

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

Chicken Fried & Cold Beer On A Friday Night

Can investors learn a few things from a country song?
Read More

Talking Heads

Headlines from Wall Street talking heads often don't help investors make constructive decisions.
Read More