If you haven't been following all that is new and exciting in Department of Labor (DOL) compliance and fiduciary standards (I KNOW you love those!) you might not know that there is a big push right now to charge how fees and commissions. But the Department of Labor...
I ran across this pretty cool site the other day courtesy of one of my clients, @distefam. It basically back tests (checks against historical data) various versions of popular evergreen portfolios. These are portfolios like the Permanent Portfolio that are designed to...
I have referred a bunch of you over to Betterment.com for investment account and this just came up in the CFOAndrew Slack Channel. Here is a great article/video from the founder. So many of his points tie out to why I do what I do, which is why I love it. I love the...