Financial Planning is a learned behavior. It starts with planning, but it also includes saving, investing, maximizing expected return, mi...

A lot of books have been written about investing. The problem is, most of them are not very good. There are not many great books about in...

At Servant Capital, we believe Wealth Planning means a holistic approach to multi-generational wealth transfer, investment management, an...

How tax-efficient is your investment portfolio? While most things in investing involve trade-offs (risk vs. return), I think everyone can...

At Servant Capital, we take a long-term approach, based on academic research, focused on four dimensions of higher expected return. Check...

For those whose New Year's resolutions include saving more for retirement in 2020, check out my thoughts on Retirement Planning. As with ...

Happy New Year! With the first few posts this year, I wanted to highlight some free financial planning resources available on my website:...

Apple is the most valuable company in the US, with a market cap of $1.3 trillion. Apple’s stock is up 78% this year. What’s new with Appl...

With ETF management fees near zero, and online brokerage platforms now charging $0 trading commissions, one might wonder how the discount...

Do you know what’s in your financial advisor’s investment portfolio? What if he has moved into cash, trying to time the market, while enc...

Income inequality has become a hot political topic in recent years. There is a growing gap between the richest and the poorest in our soc...

Last week I wrote about looking beyond the ultra-low-cost ETF that tracks a basic index. One logical next step might be sector-focused ET...

We are in a race to the bottom in fees in the asset management industry. The largest online discount brokers have all reduced commissions...

It is well documented that hedge funds as a group have underperformed the total stock market over the long run. Yet hedge fund managers a...

Online brokerages have reduced trading fees to $0. Investment managers are racing to introduce new ETFs with ever lower (and in some case...

When most people think about investing, the first thing that comes to mind is usually a Wall Street stock broker. It is interesting that ...

Many investment advisors would tell you that, according to modern portfolio theory, risk can be defined as the variance of actual returns...

In my years of investing experience, I have come to believe the three ingredients necessary to create a successful investor are the abili...

Much of our lives is consumed by the short-term. One case where this is evident is our relationship with the news. It used to be that a 2...

How was your first experience meeting with a wealth manager? Mine began with 20 minutes of a stranger asking me detailed, personal questi...