February 11, 2020

I hear this one a lot. I get it. It took you a long time to develop your story to explain someone else’s financial planning output. Wait a second. Say that again? “It took me a long time to develop my story to explain someone else’s financial planning output?” Let me explain the significance of …

“Why should I change my financial planning method?”​ Read More »

Isn’t he beautiful? So cute. We need to start college savings for the son of the institution. What shall we call him? I often hear that human investors need to be smart, unemotional, and as committed as institutional investors. They should use the same money managers, the same “time-tested” methods as the institutional investor. That …

Guess the sex of this offspring from an institution Read More »