The Chinese Wall Is Here To Protect You.
And I would have gotten away with it, if it wasn't for you meddling kids...
View Article“My Advisor Is Very Nice & I See Her Once A Year…”
This is Why Wirehouses Are Losing...
View ArticleThe Dumbest Fee Ever.
This has been bugging me for a while. Fees. Wall Street sure loves fees. Heck, I’m a fee-only adviser, so by definition I kinda need them to eat, so I understand– But today I was reminded one of the...
View ArticleValue Investing Is Not Dead.
One of the first things you learn at Financial Advisor school is the difference between growth and value. And, like any decent salesman on Wall Street I learned to tell a story about it. And it goes...
View ArticleI’ve seen the future of Advice, and we’re not ready.
So, for the last four years I’ve been yammering on about what the future of Wall Street should look like. In my mind, the new Wall Street Investment Advisory firm of the future is a collection of...
View ArticleState of Wall Street: The Three Slides That Matter From Tiburon
Discuss. Read More At Wealth Management
View ArticleA very important tool, if you want to be awesome
Everyday we are faced with decisions. And life. And, your portfolio is too. With each life decision our brain will tag almost endless moments, almost like a tweet or blog post, with a judgment or a...
View ArticleIn Case You Forgot: The World According To Americans
A very dear Facebook friend just found this picture. I posted it in 2009. Discuss.
View ArticleThe New Normal Never Was…
Famed bond-king Bill Gross and his trusty sidekick, Mohamed El-Erian, of Pimco are super smart. And rich. Really rich. Did you know Bill Gross is worth 2.1 Billion? Dollars. US. Dollars. And, did you...
View ArticleHow ’bout them Apples?
My good friend, Scott Krisiloff, over at Avondale has a great graph on Apple, comparing its Market Cap & Enterprise Value to some other crappy, more mortal companies: With $AAPL now trading at just...
View ArticleI am a piece of paper…
I’m going camping. On an island – once owned by one of the wealthiest families in America. This island is beautiful. While I’m there with good friends and all of our young sons & daughters shooting...
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