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There’s Nothing Smart About Smart Beta (Part 1)

I’m not a big fan of marketing terms created for the sole purpose of making products sound better than they are.  And when investment or insurance companies do this for financial products it really gets me going.  One term that’s getting a lot of mileage right now is “Smart...



What Will The Stock Market Do Now?

Now that the presidential election is behind us, many Clinton supporters have threatened to pull all their money out of the U.S. stock market and leave the country.  Should we sell all our stocks now before the mass exodus starts? This analysis of course comes under the category of...



The Essence of Democracy

My readers know that I never write about politics.  However, having just lived through the most polarizing and divisive election in my lifetime, I felt an obligation to address this subject, since the actions of our elected officials can have a major impact on everyone’s financial future.   So I’m...




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