Okay, I did it again in a recent column. And I got into trouble again. That’s what I get for using the F-word. “Fiduciary.” My most...

This is a great article by Jim Parker of DFA.  We need to learn to understand what we can control and what we can’t.  It’s a bit like the...

The middle class. Marketers target it. Politicians champion it. Economists talk about it. Most of us consider ourselves part of it. Yet,...

Central bankers are planning on continuing to boost equity exposure via exchange traded funds. The Bank of Japan, among many others,...

This is a great article by fellow ACA advisor Anthony Kure.  It supports by position that individual stock picking is not a game you will...

This is an interesting article by Dave Jetson about some psychological aspects of money.  Let me know what you think. Steve...

There’s a battle brewing for your retirement savings, and it’s shaping up to be a doozy. Billions of dollars each year roll out of...

Paul Merriman has done a good job capturing the common mistakes retirees make.  I see a lot of them in my practice. Steve...

38The Inspector General’s report on the targeting of tea party groups by the IRS is now out, and I was hoping there might be some...

“I’m not sure what’s wrong or what kind of surgery you need, but we have to operate right now.” If you heard this from your doctor, you’d...

This is interesting.  Steve ==================== Imagine you woke up each morning, strapped a keyboard, monitor, Wi-Fi receiver, desktop...

One of the biggest problems with value is the time it takes to work itself out. Over, and under valued securities and markets can stay...

This has some great advice for recent or soon-to-be college graduates. Steve ============================= Every summer, hordes of...

If you are having trouble with managing your budget, read this. Steve ============================= Before my husband and I got our...

When we don’t speak up, we’re guilty. When we pretend to know something we don’t, we’re guilty. When we’re scared to be comfortable in...

Since the financial crisis, many investors lost faith in mutual funds, especially actively managed ones with higher fees, and flocked to...

Americans are spenders. We take on too much debt—to finance a new home, a car, an education, or by racking up miscellaneous debt on our...

The Rules of Engagement draws on data collected through Advisor Impact’s Economics of Loyalty research, launched in 2008 and now being...

You might think that a plain-vanilla index mutual fund is synonymous with low fees. But some such funds are charging expenses that might...

“Feelings are our music. Music has feelings,” George Kinder told me. This is the type of comment one might expect from a conductor at a...