Financial Geekery

Like a good financial plan, an IPS should always be a work-in-progress. Life doesn't stop changing; your plans shouldn't, either.

Any time you wonder, "should I be investing in that?", or "should I change how I invest?", the answer should lie in your

And why shouldn't you? Everyone's talking about it. There's the "investment guy" who's telling you how you should invest all your "dry...

When I first meet with clients, they often have very particular views on investing, generally coming from what they’ve heard all their...