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Clueless

(from Dan Solin’s Huffington Post blog, 2/8/2011 – click here for the original post) I’m sure Pat Dorsey is highly intelligent and very competent. He is the director of equity research for Morningstar, which is a big job that gives him access to vast...

The Trouble with Talking Performance

One of the first things we’re often asked in meeting with prospective clients is for performance data.We fully expect the question and often know it is coming.The marketing efforts of the traditional brokerage model and the financial media have conditioned us to think...

The Tipping Point?

Why does it seem like it takes someone’s death for the world to realize the value of their message?Michael Jackson’s Thriller is on track to be the first album in U.S. history to go triple diamond, selling more than 30 million copies.The estates of Marilyn Monroe and...