Financial Planning and Hiking on Half Dome
Reflections on a challenging Yosemite hike.
Beware Squirrely Risk Assessment
What a scientific paper on small mammals can teach investors.
How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.
The Advice Business Needs a Serious Fix
If you ask a professional, a doctor for example, for advice, you rightly expect an answer that doesn't differ based upon whom you ask.
Five Good Questions for Behavioral Finance Sage Terrance Odean
The behavioral finance expert shares his views on how money managers can do more for investors.
How Advisors Can Make Better Investing Decisions
Financial professionals, as well as clients, can benefit from these rules.
Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
The Perfectly Dangerous Thing Your Clients Want
What a Michelle Pfeiffer photo shoot can teach advisors about their clients.
The Financial Advice the Next Generation Needs
Our target clients aren’t under 30. That’s not where the money is. But ignoring them and their situations is shortsighted in the extreme.
The Messy Reality of Financial Decisions
Following the evidence is imperative and difficult.