As a member of CNBC’s Financial Advisor Council, I was asked to participate on a panel to answer viewer’s most pressing questions on their Markets
In this op-ed at CNBC I discuss the coronavirus pandemic and the stock market are both complex adaptive systems. Instead of trying to predict the
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Periodically the market crashes. I’ve never understood why advisors risk their business by charging assets under management. Our firm has charged fees based on complexity
Little did I know when I wrote this about coronavirus a couple of weeks ago just how bad the situation would get. This is my
Too many advisors think about succession plans for their practice as a destination. They create a plan, check the box, and move on. Meanwhile, life
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