Post Category: News
How We’re Investing for the Presidential Election
With Tuesday’s election looming, investors around the globe are growing concerned about what the results may mean for their portfolios. I’m here to tell you not to worry about it. I could present to you decades of conflicting data, which could lead you to any number...
Incentives and Behaviors: What We Can Learn From the Wells Fargo Scandal
If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts
Why Doctors Aren’t Allowed To Sell Prescriptions
Everybody knows the doctor's role. They provide medical advice and services to patients. Patients pay doctors either directly or through insurance based upon the services provided. The drug rep plays a different role. They sell pharmaceuticals to doctors....
The Financial Advisor’s Struggle To Act In The Client’s Best Interest
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works on 100% commission - aka “he eats what he kills.” In normal business, you would...
3 Security Reminders for the Holiday Season
As if the Monday following a nice vacation isn’t enough of a bummer already, we came back from the Thanksgiving holiday to find that our website had been hacked. Fortunately, we work with a good team and make sure to backup and protect all of our work. Everything was...
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