The best investment marketing campaign I've seen are the new CFP Board ads. The ads (click here to watch) portray a well-dressed, earnest young professional talking to potential clients. After throwing out a few pieces of financial-speak such as "401(k)s...
The last few years have featured so many tax changes that it is hard to keep them straight. For some help, here's a quick summary of what I think are the most important federal tax changes that will affect individual...
The Fama and French three-factor model is used to explain differences in the returns of diversified equity portfolios. The model compares a portfolio to three distinct risks found in the equity market to assist in decomposing returns. Prior to the...
Brian Jacobson had been using online brokerages to invest for retirement since he was 18, but a decade later, when he'd bought a home and had a baby on the way, he started looking for a more efficient way to...
