Not a day of the week ending in Y goes by without someone standing up on a soapbox somewhere and decrying the financial planning profession. We’re little more to be trusted than used car salesmen, we can’t generate investment alpha, and the fees will eat your returns! Or so the soapbox man says. One rather famous financial influencer has even …
A Year in Review & Happy Holidays
Well, it’s already rapidly approaching the end of the year, and as always, we want to take a few minutes to summarize some takeaways of the year and to express our gratitude to our clients and followers. Succinctly, I can easily say that 2023 has been the best year of my life, both personally and professionally. The most obvious instance …
The Lists Are Worthless
For anyone who has kept an eye on the financial media for any amount of time, you’ll be intimately familiar with “the lists.” These include things like “Top 50 Brokers”, “Top RIA,” “Best Funds” and so on. These publications are ubiquitous and a non-stop stream for the publishers. In total transparency, the ones that focus on individuals or firms tend …
I Cannot see the Forest for the Trees
Things are tense right now. As a country, as a people, we’re struggling with the constant push-pull of a system that statistically, anecdotally, and personally seems to have a constant void that needs to be filled by tragedy and outrage. For the past several months it’s been a non-stop deluge of bad news that has to this point seemingly culminated …