• January 16, 2015
• Newsletters

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

• January 8, 2015
• Liberated Investor Tool KitWeekly Post

Forget about the gym membership and pledges to not text while driving and to eat less carbs. While all of these...

• January 1, 2015
• Markets

Predictions beyond a quarter or two aren’t based on much data or fact, so let’s agree to take this to mid-2015,...

• December 22, 2014
• IRARetirement

You have less than 2 weeks to decide whether you’re converting an IRA to a ROTH… but why on earth would...

• December 22, 2014
• Market Alerts

Last week, in addition to a Santa Claus Rally that is taking us back to market highs, we saw a meaningful...

• December 17, 2014
• Market Alerts

The Russian Ruble is off nearly 50% year-to date in response to the country’s strong dependence on $100/barrel oil and to...

• December 15, 2014
• Market Timing

In a word: BE. Are you uneasy about your portfolio (timing) strategy? It occurred to me how common it is for...

• December 5, 2014
• Market Alerts

There was much speculation about whether or not European Central Bank (ECB) President Mario Draghi would announce Quantitative Easing (QE) in the...

• December 4, 2014
• Fees

So, no one likes to pay fees, right? For the growing number of investors that do pay an advisor fees for...

• November 26, 2014
• Fees

Let’s start with the biggest problem facing your financial advisor’s fee structure: It’s riddled with conflicts of interest.  If your advisor...