Financial Planning
By now, we expect that nearly all of our clients are aware of the recently-announced data breach at Equifax, in which the sensitive personal information of 143 million Americans was stolen by hackers. The data breach of a major credit …
Investing and Markets
I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me. But that’s hurting—that will hurt ultimately. Look, there’s some very good things about a strong dollar, but usually speaking the best …
Newsroom
Financial Planning
To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology.
Quarterly Commentary
“The more troublous the times, the worse does a laissez-faire system work.” – John Maynard Keynes National Liberal Club lecture (December 1923) Although John Maynard Keynes, arguably the most famous economist in the history of the world, died more than …
Investing and Markets
Disability insurance is a powerful but often overlooked risk management tool. Most Americans focus on auto and home insurance to protect what they consider to be their most valuable assets. However, for most individuals, future potential earnings actually represent their …
