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Jun

03

2016
To Roth, or not to Roth

To Roth, or not to Roth

I get a lot of questions about IRAs so I thought a quick crash course in the basics would be helpful.  Tax laws, regulations and individual circumstances change frequently so always check with your advisor or tax consultant before making...

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Dec

29

2015
AWA’s Top 10 of 2015

AWA’s Top 10 of 2015

As we close out 2015, there are plenty of top 10 lists are making their rounds.  Not one to be left out, I thought I’d link to my five favorite blog posts and five favorite Weekend Reading newsletters from the...

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Nov

17

2015
Rethinking Advisory Fees

Rethinking Advisory Fees

The most popular methods of compensation in the advisory industry have always irked me. Traditional, commission-based brokerage models are sketchy at best.  They are fraught with misaligned incentives and more often than not, investors are left dealing with salespeople, not...

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Jul

30

2015
Learning from Legends

Learning from Legends

I always tell my clients that I believe in investing in smart people and smart ideas.  Fortunately, for small advisors such as myself, we are living in an age where huge amounts of information flow freely and access to that...

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May

05

2015

Ira Sohn 2015

Yesterday was the annual Ira Sohn conference in NYC Since 1996, the world-renowned Sohn Investment Conference has been the premier investment forum, bringing together the world’s savviest investors to share fresh insights and strategies in support of pediatric cancer research...

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