To sell is to move people to act (often in their best self-interest).

Have you ever noticed that Mother Nature always wins?

The cultures of great companies aren’t rooted in bland values and corporate mission statements – they’re rooted in a clear-eyed, absolutist, nearly religious belief in the way things should be done in their industry.

Should I be abandoning the idea of allowing everyone to work virtually if it is so disruptive to two of my best advisors?

Any advisor who refuses to clearly present fees on their website cannot claim to be operating a transparent practice.

There’s a fundamental misunderstanding about creating trust. Too often, we conflate an air of confidence with building trust with a prospect.

The CFA Institute is accelerating a shift to computer-based testing because of the coronavirus pandemic.

Investors love ETFs, especially during these uncertain times.

In 1832, Martin Van Buren helped Andrew Jackson decide precisely when he would end the charter for the Second Bank of the United States – the only American central bank of issue before the establishment of the Federal Reserve.

Broader equity market returns serve as a poor proxy for an average stock’s return as well as that of a buy-and-hold strategy’s expected outcomes. A much larger proportion of all stocks contribute negatively to overall market’s lifetime returns.

I discuss why the CAPE ratio, developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.

I give these brilliant investment strategies a failing grade.

By leveraging their networks and calling in favors, VIPs seek ways to circumvent the normal system as they strive to receive the best health care. Yet, paradoxically, VIPs often receive suboptimal – or even dangerous – care.

Record state budget gaps could reignite efforts by officials to reduce pension benefits, raise employee contributions or eliminate traditional pensions altogether.

Florida’s favorable tax laws have long been a draw for high-net-worth individuals, but the pandemic’s disruptions — to work, school, public safety and northern states’ budgets — have increased the allure.