The fees that investors pay to financial professionals for their advice and services come in two basic forms: transaction fees and ongoing fees. While professionals… Read More »How Financial Professionals Are Compensated
On a sunny Friday in June of 2015, the Supreme Court of the United States made a monumental decision in Obergefell v. Hodges, which drastically… Read More »How to Invest in LGBTQ+ Friendly Companies
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a… Read More »Pullbacks, Corrections, and Bear Markets
What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is… Read More »Separating the Signal From the Noise
Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based… Read More »Emotional vs. Strategic Decisions
veryone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound… Read More »Why Regular Rebalancing Makes Sense
Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one… Read More »Diversification, Patience, and Consistency
What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact… Read More »The Sequence of Returns