Fidelity’s Turn (Diworsification) — 11/18/17
The worst case of diworsification we’ve seen:
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First Financial’s Turn (Non-Traded REITs are a Red Flag) – 11/11/17
Why Non-Traded REITs are trouble
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Morningstar — 10/28/17
The Wall Street Journal’s article on Morningstar, and their response along with our thoughts on the exchange.
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International Diversification, Part 2 — 9/10/17
What is the right amount of international diversification?
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Who you gonna call? — 8/19/17
The differences between financial planners and investment advisors, and what to look for.