To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

January 19, 2016 · Will W. Carter

A lot has been written over the past decade about the tendency of otherwise smart and accomplished people to make what appear to be dumb decisions with their finances and other life choices. See, for... Read More →

Déjà Vu Again

January 18, 2016 · Brad Foster

As 2016 gets underway, January ushered in what is becoming the traditional market decline of the New Year. The S&P 500 was down at least 3% in the prior two years, and, not unlike the preceding years,... Read More →

Serving a Broader Framework of Wealth Management Needs

June 05, 2012 · Will W. Carter

The financial services industry typically divides the world of “wealth management” into areas of technical expertise – investments, insurance, banking, taxes, retirement planning, estate... Read More →

How To Use Experts

April 11, 2011 · MCWS

In the talk below, economist Noreena Hertz reviews the issues with relying on experts. Obvious things, such as the fact that experts aren’t always right. Doctors misdiagnose, and financial experts, by in... Read More →

How Is Your Financial Advisor Compensated?

April 07, 2011 · MCWS

There are varying types of “Financial” advisors out there. How do you know the one you work with is looking out for your best interests and not their own? How they’re compensated... Read More →