PROFESSIONAL JOURNAL

A Matter of Trust

Friday, March 30, 2018

In today's toxic environment, how can an investor trust an advisor’s recommendation to accept some volatility in exchange for longer-term gain? How can the investor know that her advisor is looking after the investor’s best interests, when even the U.S. Court of Appeals says that the advisor doesn’t have to?

learn more »

Be Not Afraid (Again): Big Market Moves are Normal

Monday, February 5, 2018

The big drops in the stock and bond markets on February 2 - 5 gave many investors scary flashbacks.  But the truth is that drops like that are to be expected, not feared. 

learn more »