Financial Geekery

July 30, 2018

If you want to invest wisely, you need to know what "investing wisely" even means. The underpinnings may be complex, but the basic ideas are straightforward.

July 22, 2018

I don't normally write about specific companies, as I prefer to talk more about concepts than about people or things. Having said that, I'm going to break from the norm today and talk about Dimensional Fund Advisors...mostly because I end up spending a lot of t...

July 15, 2018

As I've mentioned earlier, there are several types of financial advisors in the world, only some of whom really focus on creating a holistic financial plan. But even financial planners can differ not only in terms of what they offer (do they cover insurance? estate...

July 9, 2018

Let's face it: the financial services industry hasn't exactly been a beacon of transparency when it comes to the fees you pay. That's slowly changing, but in the meantime, let's arm you with knowledge: what fees are out there, and what should you expect...

July 2, 2018

I'm going to assume that you're in agreement that a "fee-only financial planner and investment advisor" is the way to go; otherwise, this article isn't going to be terribly helpful!  Having said that, there are a few more decisions you're goi...

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