Why direct indexing, ESG investing and defined outcome strategies could be huge for advisors in the coming years.
The 2020s Will be the Decade of Customization For Financial Advisors
The 5 Phases of a Bubble
Are we in another tech bubble?
My 2020 Investing Lessons
Some lessons from a wild year in the markets.
Could We See Record Stock Market Valuations This Cycle?
Is a record CAPE ratio a possibility?
Talk Your Book: ESG Investing
We spoke with State Street’s Brie Williams about all things ESG investing.
How to Publish Your Own Book
The 9 steps required to self-publish a book.
Animal Spirits: How America Invests
Michael and I discuss the new HBO Max deal, when we’ll get the vaccine and why markets could go parabolic.
Timeless Themes From the Movie Wall Street
Some money lessons from Gordan Gekko and Bud Fox.
How to Invest When You’ve Already Won the Game
Which assets should you hold to preserve capital, even in a low rate environment?
The 20 Rules of Personal Finance
An audio excerpt from my new book.
