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Thoughts in Charts: When Do you Pay your Advisor's Fee?

This summer I took a trip with my best friend to Colorado to whitewater raft a few of the state’s gorgeous rivers. During the trip, our raft guide was surveying people about their careers. I of course told him I was in wealth management,…
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Thoughts in Charts: Interest Rates Headwinds and Tailwinds

Interest rate expectations are shifting. What does this mean for a stock portfolio? This week’s chart illustrates activity from the last week of September. It depicts the forward 1-month overnight index swap (OIS) curve. Think of the…
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Thoughts in Charts: Retirement Ready vs Debt Free

This week’s chart illustrates why I encourage people to consider their retirement savings with the same weight as they consider aggressively paying off debt. The idea of living debt free is so catchy and liberating, but what if it’s…