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Know what you are paying for and know how your advisor gets paid.

When State Street’s Applied Center for Research recently asked retail investors what steps they needed to take over the next ten years to prepare for retirement the number one response (40 percent) was t

Did you see USA Today‘s report where a would-be thief tried to dupe a financial advisor into making a withdrawal from a client’s account?

A trusted competent advisor must provide the knowledge and insight necessary to chart an investment course for his clients – as well as the discipline necessary to keep them invested when markets get choppy. Moving away from the nautical metaphors I recently heard an advisor’s role compared to a pedestrian bridge over an eight-lane highway.

Study after study confirms the same thing – passive investing beats active management.

Nina Easton’s recent article “Stop Beating Up the Rich” begins by quoting the French historian Alexis de Tocqueville who chronicled American society’s often contradictory pursuit of both equality and the a

Theodore Roosevelt once said “Nobody cares about how much you know until they know how much you care.” That old adage has become almost a customer service cliché but nowhere does our 26th president’s advice ring more true than in the financial planning profession.

We always talk about the harm short-term thinking can inflict on your investment portfolio. Now a new study from Professors Francois Brochet Maria Loumioti and George Serafeim at Harvard Business School further explores the risks for companies and investors who are attracted to short-term results.

As many of you know I am an avid Nebraska football fan. One of my favorite players is Turner Gill.

When I came across the article People Who Worked Incredibly Hard to Succeed which celebrates the quintessential American trait of hard work I was reminded of a quote from F.