Ignoring Fees Doesn’t Beat the Market

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
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Say It Ain’t So, Joe – Again

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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Trust and Fiduciary Services: Questions to Consider

Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
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Transparency: Do We Protest It Too Much?

Do some investment industry professionals protest simple transparency rules to the detriment of both themselves and their clients?
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How to Do Better When Investing for Trusts and UHNW Individuals?

Resist the temptation to invest like endowments, and keep it simple.
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