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By: JD Gardner

18 AugValuations and Safe Withdrawal Rates


The implications of high valuations on investor outcomes is negative.  For those investors that are or will be pulling from portfolios…

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25 JulWorthy of the Leaping Shoulder Bump…


We found out this morning that Beckham passed Level 1 of the CFA exam.  That’s worthy of a post to…

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21 JulThis Tool Should Be Banned


Morningstar – most people have heard of the company.  They provide various tools and services for investors and advisors, many of…

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17 JulThe Real Value of a Financial Advisor


Today’s post is our first guest blog post and we are excited about it.  Over the last 12 months we have…

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12 JulETF Due Diligence…or Not?


Advisors are in the trenches trying to understand liquidity needs and blend risk tolerance with capacity for risk into a fortified plan of…

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