I had an article published in the Journal of Financial Planning on dollar-cost averaging. You can read it here. You can also download a Powerpoint presentation version of it here. I have received the same questions from advisers over and over again, both in person at presentations, and via email from those who had read […]
The Blog
Endowment Investing Case Study: Ball State University
For my master’s thesis, I explored the investment performance of several multi-million dollar endowment portfolios. In eight case studies, the results consistently showed that a low-cost portfolio outperformed a portfolio paying high fees to access active managers and alternative asset classes. Moreover, risk-adjusted performance showed the low-cost portfolio simply did better. (Previous analysis has shown […]
Clark Howard’s Secret to Success
I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]
How Many Times Do You Ask the Same Question?
Recently, we had a local financial planner solicit our financial planning services. We were honored by the request. You may be wondering: Why would a financial planner outsource their personal financial planning?
Setting Fees for Financial Planning
Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.
Continuity Planning for an Investment Advisory Firm
I can’t help but think of the parallels in the perceived complexity of creating a Continuity Plan with the perceived complexity of creating an investment portfolio.