The majority of individual investors still select actively managed mutual funds, although the trend has shifted markedly towards passive over the past decade.
The Biggest Threat to Reaching Your Retirement Goals
An endless parade of “experts” predicted the direction of the market in 2019. These so-called experts are the biggest threat to your retirement goals.
Gender Discrimination is Systemic
I found compelling and troubling evidence that discrimination against women is more pervasive than I previously thought. It’s also subtle.
Productivity Tips
My team is located in different cities in the U.S. We have a lot going on. Here are some of my top productivity tools and tactics.
How to Respond To Complaints about Fees
Fees are the root of most client conflicts. Clients say they are too high and you defend them based on the value being added.
What’s A Drop In the Market Got To Do With It?
There have been many times in the history of the market when the monthly return of the S&P 500 index dropped by more than 5%.