Financial Geekery

And why shouldn't you? Everyone's talking about it. There's the "investment guy" who's telling you how you should invest all your "dry...

You've almost certainly heard that the new tax law has been passed, and while the President hasn't yet signed it in to law, it's...

When I first meet with clients, they often have very particular views on investing, generally coming from what they’ve heard all their...

Are you on track to retire? This seems like a simple question, and it is — but the answer’s not easy to get to. Pensions are fast...

I’d like to try something a little different this time around. Rather than me talking at you, I’m hoping you can talk to me —...

People who’ve worked with me know one of my favorite sayings: “benign neglect is one of the best investment management practices you can...

Alright, now it’s time to get down to the nitty gritty. You’ve decided on an allocation and you’ve decided on a location. Now for the big...

Welcome to part three of my series on rolling your own target date fund — taking charge of your own investments so as not to get...

Hopefully, last week convinced you that while a target date fund is a good place to start, ultimately it’s up to you to make the right...

If there’s any place where the investment world falls into the “one-size-fits-all” trap, it’s in target date funds. Don’t get me wrong —...