The Advisor's Corner

Save Yourself From Banking on Yourself


Complicated sales pitches often mask “investment” opportunities that are really just insurance under a marketing moniker.

Money Market Reforms, Libor and You


Looming rule changes for money market funds likely won’t imperil credit markets.

Money Market Reforms, Libor and You


Looming rule changes for money market funds likely won’t imperil credit markets.

Be-Labor-ing the Fiduciary Standard


 Does the Department of Labor’s new fiduciary rule really improve the retirement investing landscape?

Fraudbook: The Utah Legislature’s Well-Intended but Feckless Ponzi-Prevention Site


You are ultimately the only person who can protect yourself from fraud. The good news is it isn’t very difficult to do.

A Q&A on Passive Investing: How Pactive Are You?


Some questions to help shed perspective on the passive versus active debate.

FINRA Makes a 17-Page New Year’s Resolution


FINRA’s 2015 regulatory to-do list might help investors make more informed decisions, but it doesn’t guarantee clients come first always.

Incentives, Interests and Investors


Basic economics teaches that rational individuals respond to incentives. What if your advisor’s incentives are at odds with your interests?

New Frontiers

Emerging Markets are emerging quickly as a popular investment choice. But what's the right way to get exposure without undue portfolio risk?

Dollar Cost Averaging

A look at the popular method of dollar cost averaging: As we close the book on another year and start a new one, it's time to think about one of the most interesting periods of the calendar for individual investors. In the first few months of the year you may find yourself, like many investors, flush with cash. Maybe it's a year end bonus (lucky you), a tax refund (shame on you), or the harvest of capital losses (smart on you).

New (Time) Horizons

Time horizon is one of the most overlooked and misunderstood concepts pertaining to portfolio construction. Let's take a closer look at how to determine your time horizon and discuss why it has such a dramatic impact on determining an appropriate portfolio strategy.

Exchange Traded Funds

What are ETFs and how are they used? Some answers to common ETF questions.

Across the Universe

When I meet with new/prospective clients, one of the first things I do is take a look at their current portfolio.

The Difference between Dogs that Bark and Dogs that Bite

You have a portfolio full of stocks – some are doing well while others are struggling.

Fees Fees Fees!

There are all sorts of clichés about the old economic dictum: There's no such thing as a free lunch.

Having Your Cake and Eating It, Too: Growth and Capital Preservation

In my business of investment advisery service, the first question we ask a new client is "What do you want to accomplish with your assets?" The vast majority of investors will respond with some variation of "I want to make as much money as possible, but I don't want to lose anything either.

Portfolio Construction

For investors who are just starting out (or starting over), the process of building a portfolio from scratch can be a daunting one.

Hedge Funds

Over the past ten years, there has been tremendous growth in hedge funds.

Approaching Retirement

Financing retirement is perhaps the biggest challenge facing investors.

The Dodgy Dow

Client: I recently read that the Dow Jones Industrial Average is nearing its all-time high? What does this mean to me? The easy answer is "not much.


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