If you're not taking profits, is the tax tail wagging the investment dog? Wisdom holds that investors should rebalance and sell winners after markets have moved up February 9, 2022 Commentary
Are financial advisors really ready for a serious downturn? Clients facing a big, sustained drop in the markets might not listen to advice that worked last time December 7, 2021 Commentary
‘Lower for longer’ could apply to stock markets someday. Are you ready? The last bear market was only 5 weeks long, and we’ve become complacent, John De Goey writes November 9, 2021 Commentary
Security selection a hazy proposition, especially for HNW investors ‘Whatever your portfolio construction, I would not recommend actively trading the underlying securities in it' October 21, 2021 Commentary
How might HNW investors cope with another Great Depression? A big drawdown in capital markets seems imminent. What steps should you take, and when? August 23, 2021 Commentary
Debut of Purpose Longevity fund brings back an old-school strategy Combining the new fund with universal life insurance puts an effective estate plan in place July 20, 2021 Commentary
Optimism bias: Our overconfidence in the markets could be our undoing Overconfidence is an affliction that people in general – and financial advisors in particular – suffer from June 15, 2021 Commentary
