What Should You Be Paying for Investment Advice?
Spoiler alert: it depends on your income and portfolio and interest and time. Longer answer below. Fees for investment...
Storytelling in Small Business
Earlier this year, I recorded an interview on the Small Business Report with Joe Connolly; they reached out to me to discuss a Bloomberg...
Paying for Advice
The world’s first financial advisor is Joseph, son of Jacob. He is doing asset management for the Egyptian Pharaoh and he also kind of...
My Stockpedia Interview
I meant to mention this Stockpedia interview earlier this year by the charming and kind Ben Hobson, but between...
Real World Application of Behavioral Economics
The subject of behavioral economics keeps coming up in casual conversation. I love chatting with people about this, both the...
How to Use Behavioral Finance in Asset Management, Part III
This is my third and final installment in our look at deploying what we have learned from behavioral economics in the everyday practice...
How to Use Behavioral Finance in Asset Management, Part II
Yesterday, I laid out the ways we think about and use Behavioral Finance at RWM in the practice of running a wealth management firm....
How to Use Behavioral Finance in Asset Management, Part I
Over the decades, I have consumed the entire canon of Behavioral Finance, from Ariely to Kahneman to Thaler to Shiller and back. The...
RIA: Trending Now
Source: RIA Last week, turned 5 years old. We got a very lovely anniversary gift from CityWire RIA magazine, whom we had...
5 Years On . . .
On September 15, 2013, exactly 5 years ago, four of us took a leap into the unknown to launch RWM. Perhaps a few words on this crew, and...