We think you should have margin in your life, not just in money. See how your vision can help you decide how to spend one of your most valuable assets, your time.

This is one fight we encourage you and your spouse to have.

We all know people that overspend. We think it’s because they like shopping. But what if they’re really just trying to solve a problem?

Is there that much value in holding an individual bond to maturity? We don’t think so.

Why we choose bond ETFs over individual bonds against the traditional argument.

A refresher on the basic functions of bonds, explained for creative types (me).

Read our take on our industry’s doomsayers.

Using model allocations for our clients works well, as long as we get these two things right.

Holding too much of a single security is a risk many can’t afford to take.

The people of the past couldn’t predict the future. We can’t either.