The Right Thing, Not the Easy Thing

New entrants into the field of systematic investing must look for ways to differentiate themselves. Impressive backtested performance is one more

Financial Planning

Why Financial Planning

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more

To Spend or Not to Spend

To Spend or Not to Spend

by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I more

To Hedge or Not To Hedge

To Hedge or Not to Hedge?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification more