A discussion of the definition, meaning and application of the principle of diversification to the process of creating an investment portfolio.

Principles of Personal Finance

Diversification – audio podcast

A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question.

Financial advisor value propositions

As I work towards creating a podcast to supplement client communications, below is a a short audio file that explains how you, my valued clients, pay me through an embedded service fee mechanism.  Please have a listen and of course just ask if you have any questions.

Audio podcast – How You Pay Me Through A Service Fee

For an audio version of this posting, please just click below to play it. . After four years without a market correction of any consequence, many people have become acclimatized to a stable and rising series of account statements.  As a side note, I believe the regulatory requirement for such frequent statements is in part […]

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Principles of Personal Finance

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