Was I Wrong About Global Diversification?
In 2022, I published a book, The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick. Doing the research for this book, I ... Read More
Ways to Protect Your Portfolio From Geopolitical Risk
The easiest way to protect your portfolio from geopolitical risk is to not invest internationally. This is not to say you shouldn’t reap the rewards ... Read More
The Professions “F-words”: Fee Only and Fiduciary
Finding the right financial advisor is hard work. There is no database that matches both competencies and personalities of advisors to clients. You are left with trying to ... Read More
Financial Advisors: Go Beyond Investment Management With The 90-Day Rule
In the early 1990s, I stumbled upon a business management process that has set the tone for my Lattice Wealth Management groups client communication strategy ... Read More
Financial Advisors: Pick a lane!
Ever wondered exactly what comprises the roughly 300,000 “Financial Advisors” in the United States? There is an incredibly broad spectrum of professionals that can qualify; ... Read More