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Financial Advisers


Is AI the New RIA?

Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots.

A fast-growing segment of the investment advisory market focuses on providing… READ MORE ›

Is the Stock Market’s Smoothest Ride Priced Like a Cadillac?

Here’s a sure-fire way to get gouged: Walk onto a car lot, ask a salesperson to point out the vehicle with the smoothest ride, then purchase that vehicle regardless of price.

It sounds reckless, but this is not far from… READ MORE ›

What Have We Become? The Wolf of Wall Street vs. It’s a Wonderful Life

Many of us had the blessing of spending some quality time with our families over the holiday break. For my family, it was a rewarding time. We… READ MORE ›

How to Manage Your Money: What to Do If You Think You Have an Edge

Some readers will think my prior two posts — where I explained the… READ MORE ›

Using Risk to Make Better Investing Decisions

When most people hear the word “risk,” they instinctively recoil. Research tells us that just seeing that word on your computer screen caused an imperceptible rise in your pulse and in the speed of your breathing. In fact, a… READ MORE ›