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If Investing = Faith, I’m Agnostic

If investing = faith (as the always engaging "Bucks" blog contends), this Christian is decidedly agnostic.

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The Power of “I Don’t Know”

Of all the phrases in the financial planning world, “I don’t know” may well be the most powerful.

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When Bloggers Meet

I met Carl Richards (in person) yesterday.

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Five Good Questions for Carl Richards

Carl Richards is a Certified Financial Planner™ and the founder of Prasada Capital Management, a fee-only firm he created to help clients with two objectives:  to avoid losing money and to enjoy their...

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Financial Advisers: How to Counsel Clients in a Hot IPO Market

Lauren Foster of the CFA Institute has an excellent article up at Enterprising Investor about IPO investing. That I’m quoted is an added bonus. My friends Carl Richards and Michael Kitces show up too....

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The Messy Reality of Financial Decisions

My latest Research magazine column is now available online (my print copy just reached my desk too). I am especially pleased that Carl Richards allowed me to use his wonderful sketch (shown below) to...

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CFA Conference: Carl Richards

The Behavior Gap Moderated by Margaret E. Franklin, CFA, Marret Private Wealth Inc. Carl Richards (@behaviorgap) is director of investor education at The BAM ALLIANCE, a community of more than 130...

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CFA Conference: Post Compendium

I have been live-blogging at the 67th CFA Institute Annual Conference here in Seattle. As before, I have been very gratified at the kind reception they have received. This post will act as a compendium...

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