Knowledge Hub

In 2011, three years into this business, I found myself on stage in front of a few hundred advisors. Hand-picked panel, third chair from the left, mic in hand, suited up, smug confidence illuminated for the auditorium. The conference was hosted by a famous asset management firm. We had been treated to extravagant buffets, a talk by a Nobel Prize winner, and endless invitations to sample the Kool-Aid. I was up there to testify about how the firm's resources help an advisor run

The passions of college football and investing lead to irrational snap judgements.

If optimizing your VO2 max so you can still run a 10K at 95 is worth some attention, the financial implications of getting there probably deserve some attention too. The longer the potential lifespan, the more resilient the financial plan needs to be.

If you are holding an asset for fear of capital gains taxes, here is a better approach to deciding if it is time to sell.

If the US stock market had a check engine light, it would be on. Ten stocks now make up roughly 40% of the S&P 500. US stock valuations sit near the notorious dot com bubble levels reached in 1999, and we precariously teeter between feeling like markets are absurdly overhyped or just getting started. If you're near or in retirement, that warning light should not be ignored.

How did you feel when you opened your most recent quarterly performance report from Schwab or your 401(K)? More importantly, have you ever made regretful investment decisions based on that emotional reaction? In periods of big market moves, up or down, we can lose perspective and abandon reliable long-term strategies. The numbers on a performance report are very good at deceiving us. The calculations on a performance report are mathematically correct. Many of the conclusions

AI's productivity shortcuts will produce more output at lower quality. An eighth grader can “write” a convincing book of marriage advice. We can be the suckers consuming that material, but we might also be the “eighth grader” confidently generating it.

"It is not the critic who counts... The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again... who at the worst, if he fails, at least fails while daring greatly." Theodore Roosevelt delivered those words at the Sorbonne in Paris in 1910, in a speech called "Citizenship in a Republic." Its real subject wasn't heroism — it was the citizen. Roosevelt argued tha

June 28, 2026 Matt Goff, Editor, Networthy Publishing For decades, energy analysts feared the disaster scenario: if Iran ever closed the Strait of Hormuz, the narrow waterway that carries a fifth of the world's oil, the result would be catastrophe. Some forecasts reached for $200-a-barrel oil, critical shortages, and a global recession. The logic was sound, and the people making the call knew every bit of minutia about world oil markets. In late February 2026, the scenario st