Perspective
A podcast, a body of writing, and three decades of press.
The thinking that shapes our advice — and the conversations we have in public about money, markets, and a life well lived.
From the blog
Evergreen pieces, picked by the partners.
What 'fee-only' actually buys you
The clearest way to compare advisors is to ask who pays them.
Read on the blog ↗Sequence-of-returns risk, in plain English
Why the order of your returns matters more than the average.
Read on the blog ↗Annuity reviews: a fiduciary's checklist
How to read what you already own without trying to sell you something new.
Read on the blog ↗401(k) plan sponsor fiduciary basics
If you sponsor a plan, ERISA already made you a fiduciary.
Read on the blog ↗Captive insurance investment constraints
Liquidity, capital, and the order in which to solve them.
Read on the blog ↗Why we trim winners on a schedule
An introduction to the kerchunker® discipline.
Read on the blog ↗Press & recognition
Where our work has shown up.
- CNBCMarkets commentary2024
- InvestopediaTop 100 Financial Advisors — Andrew Wang2024
- U.S. News & World ReportBest 401(k) practices2023
- TD Ameritrade NetworkOn-air conversations2022
- Captive ReviewPower 502023
Next step
Start with a conversation.
Schedule a no-obligation call. We will listen first.