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Friday, November 30, 2018

It is common sense to assume that fund fees and expenses affect investment performance, but few retirement plan participants realize their default investment options can carry a hidden price tag that would shock and even outrage...

 

Monday, November 26, 2018

Bottom line... You can not become a surgeon by buying a scalpel. You are not a dentist because you own a drill. You are not a plumber because you bought a nice wrench. You are not a portfolio manager because you own index funds.

 

Saturday, November 17, 2018

I am very excited to announce a partnership with Howard Capital Management (HCM) to offer employees of the California Highway Patrol a complementary subscription the the HCM 401k Optimizer®. Retirement plans rarely offer the...

 

Saturday, October 27, 2018

Market turmoil can test the emotional fortitude needed to sustain proven long term investment strategies. In my experience, emotional reactions are, in fact, more of a threat to investment performance than market corrections themselves...

 

Saturday, August 18, 2018

Our community woke to the sound of a strange alarm coming from cellphones. As my eyes adjusted to the small screen I slowly deciphered a message no one wants to receive... "Emergency Alert! Mandatory evacuations due to Carr Fire..."...

 

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Saturday, August 4, 2018

https://youtu.be/lDSp_LwZhVk

 

Thursday, May 17, 2018

Technology enables financial advisors to emulate portfolio management services provided by top tier institutions, but can an individual advisor truly replicate the same level of service? Financial advisors provide a variety of services...

 

Thursday, May 17, 2018

Dalbar Inc. is widely considered the gold standard in financial services research. Of particular import is their annual Qualitative Analysis of Investor Behavior (QAIB) which monitors the gap between leading indicators of investment...