Blog
Investing, real estate, and the stuff the financial industry leaves out
What Good Advisors Actually Do
The best advisors rarely talk about investment returns in the first meeting. They talk about your life, your goals, your taxes, and whether you're on track. Here's the checklist for what to look for and what to watch out for.
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Investing
Good Investing Is Boring. That’s the Point.
Everyone is tempted to react to financial headlines. The difference is having a process that keeps you on course. Process, strategy, compounding, and moderating behavior. That’s how wealth is actually built.
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Investing
The 20-Fund Portfolio: How Your Advisor Built You an Expensive Index
If your portfolio has 15 to 30 mutual funds, you might be paying for something that isn’t doing what you think. Includes a side-by-side comparison of a 22-fund portfolio vs. a 3-ETF portfolio with nearly identical exposure.
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Investing
Are You an Allocator or an Investor? The Difference Changes Everything.
The financial industry makes you an allocator by default. Understanding what that means, and what the alternative looks like, will change how you think about building wealth.
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Investing
Active vs. Passive: The Distinction Wall Street Doesn’t Want You to Make
The active vs. passive debate you know is only half the story. There’s a second distinction the industry never talks about, because it threatens the entire business model.
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