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...

Is it just me, or are private equity projections looking like fantasy? “Private equity is the future.”  “Public markets are over-picked. The real opportunities are private.” “Institutions have been doing this for decades; it’s time for individual investors to get in.” You’ve heard the pitch. Maybe from an advisor. Maybe in an article. Maybe from a well-dressed fund rep explaining why public markets just aren’t good enough anymore. And for a moment, you think, maybe they’re ri

Last week, I came across a post by Larry Swedroe on Morningstar that struck a chord, offering timeless lessons on global diversification and risk management. Larry is a leading voice in evidence-based investing, and I’ve followed him for some time, particularly as many of his insights draw on Dimensional Fund Advisors (DFA) research from my time there. His recent piece felt especially timely. As I write this, the markets are reeling from unexpected news about Deep Seek, a gr

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 ...

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...

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantia

Below are ten financial decisions to address before you retire. This checklist is a great starting point for pre-retirees but doesn’t...

“The only person that is undefeated is father time” – Charles Barkley I recently saw a great blurb on social media about industry change....