How an Advisor Can Outsource Money Management While Staying Involved
Managing money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
When Outsourcing Investment Management Makes Sense
Outsourcing your investment management duties might not be as expensive as you think.
Discovering Daniel Kahneman’s Insights on Human Behavior
If you've ever wondered why people hold certain erroneous conclusions, this book will shine light on the subject.
The Federal Reserve Scene in Jackson Hole
The highlight of the Rocky Mountain Economic Summit for this advisor-turned-reporter: one-on-one sessions with Fed Presidents.
Finding a Custodian That Fits, Part 3: Its Technology
How I use my custodian's technology to run my practice more efficiently and serve my clients better.
Financial Planning Software Tradeoffs: My Experience
I considered using a different financial planning software package, but decided to stay with my current software. Here’s why.
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
Finding a Custodian That Fits, Part 1: Interactive Brokers
In the first of a series, I look at Interactive Brokers' platform for RIAs.
We’re Not in a Stock Bubble: BlackRock’s Koesterich
However, BlackRock’s chief investment strategist says stocks are at the upper end of their historic range.
4 More Good Technical Indicators, and a Site That Explains All
To better build client portfolios, there are nine indicators to conduct technical analysis of the market.