Financial Planning

Risk Calculated

The Problem With Modern Portfolio Theory (Video)

Let us say you believe all the science around investing – that Modern Portfolio Theory (MPT) and Asset Allocation can improve risk adjusted returns over the long-run. Let us also say you have studied and mastered the skills which incorporate advanced statistical analysis required to design a portfolio with the optimum asset class mix to …

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Selecting a Financial Advisor

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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Coronavirus Pandemic by Dr. Laura

10 Financial Mistakes to Avoid During the Coronavirus Pandemic by Dr. Laura

As we all continue to navigate the uncertain times associated with the coronavirus pandemic, it is important to be aware that financial stress can create financial mistakes. Feeling stressed about your finances isn’t anything new but it is important to recognize that the stress and anxiety felt at this time is elevated in most Americans. …

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