Wealth preservation strategies have failed historically by either not taking enough risk or taking too much risk in one area. The solution is to balance the risks taken for better outcomes in a full range of market environments.

When I'm in my sales role, I view every prospective client as falling into one of two broad baskets: those looking for a reason to say yes, and those looking for a reason to say no. I always try to focus on the former and spend little time on the...

And, Thursday morning's banner headline in MarketWatch.com was a perfect example of the depths to which the financial media has fallen-"Mark Cuban: This tech bubble is 'far worse' than back in 2000." I thought we might have seen the worst of this...

Introduction...

Let's face facts. The market is standing on stilts trying to catch itself from falling. Its safety net supporting prices have not been excess cash flow (leading to generous dividends) or higher earnings. Instead, companies are increasingly relying...

While winter weather will likely distort first-quarter economic data, accommodative monetary policy around the world means the long-term outlook remains positive

It makes little sense to pay for active management that is not pulling its weight. Here’s how to tell if a manager is hewing too close to an index.