Recently, I was quoted in a ComparisonAdviser article  exploring the question: Is a 1% financial advisor fee still worth it as your...

"Too little information and you’re blind. Too much and you're blinded."  – Stuart Turton, The 7 ½ Deaths of Evelyn Hardcastle This isn't...

You don’t need a launch ramp this steep to succeed—you just need to hit the right velocity and stay the course. The Loop That Sparked...

A look at Small Cap Value vs. Gold in bear markets When small cap value stocks fall 20% or more, it’s usually not the bottom. It’s...

Looks like a sure bet—just like backtested portfolios. “What are your returns like?” Picture this: Yours truly is hosting a neighborhood...

Carson McLean, founder of Altruist Wealth Management, was quoted in Newsweek  discussing how structural savings systems—like Australia’s...

Carson McLean, founder of Altruist Wealth Management, was quoted in GoBankingRates  discussing how individuals should adjust their...

Scientists have spent centuries unraveling the fundamental rules of the universe, and after all that work, they basically handed us three...

“The Miracle of Compounding Returns is Overwhelmed by the Tyranny of Compounding Costs.” — Jack Bogle Compounding returns are often...

The instant payment system you've never heard of. Why Is Your Money Still Stuck in Limbo? For years, one of the biggest complaints about...

Carson McLean, founder of Altruist Wealth Management, was quoted in ComparisonAdviser  offering strategies for how investors can stay...

When SPAM Beat Cell Phones: A Reminder That Market Winners Are Often the Ones We Least Expect. If history has taught investors anything,...

Even the most logical thesis can fail. Markets can punish conviction just as easily just as easily as they reward it. The Industry’s...

Flat Fee - Fee Only - Fiduciary Dear Friends, Clients, and Future Clients, Today is a milestone I’ve dreamed about for over a decade: the...

The Backdoor Roth Cheat Sheet This guide expands on our article "Backdoor Roth IRAs and the Pro-Rata Rule: What Investors Need to Know" ...

Navigating the Backdoor ROTH I get this question all the time. From clients, peers, and I see it constantly online:  “How do I do a...

Right now tariffs and evolving policy are top of mind. Used as a tool for protectionism, retaliation, or revenue generation, tariffs...

While there is nothing inherently wrong with traditional mutual funds or ETFs, they are pooled investment vehicles ...

Say it with me, “GDP does not equal the stock market.” Many investors look to GDP growth or contraction to see ...

Carson McLean, founder of Altruist Wealth Management, was quoted in the Knoxville News Sentinel  following his presentation on how media...

Carson McLean, founder of Altruist Wealth Management, joined the Pilot Money Guys  podcast to discuss the true sources of investment...

Financial innovation provides investors with a seemingly endless supply of new investment options. But the process of evaluating the ...

“How do you get paid, and how much does it cost?” Every investor should ask this question when working with a financial professional. But...

He goes on to point out that in 2015 most assets were concentrated in a handful of managers, presumably the best performing...