Some Perspective on Recent Market Declines

Lest we seem impervious to loss or insensitive to client account values, let me lead with this: We hate losing money. We hate down days. We hate stock market declines. Period. With that out of the way, we’re not ready to write off 2018 as some kind of lost cause...

Heading to Schwab IMPACT

Ben and I are heading to Chicago for Schwab IMPACT today. We’re looking forward to the conference and I’m excited to be a part of it from the presenting side. In the past, we’ve “live-blogged” this event, but we’re leaving all...