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Rebuilding After Madoff

On Saturday, May 20th, HBO released its new film, The Wizard of Lies, which depicts the events leading up to and following the arrest of Bernie Madoff.  While it does a reasonable job explaining how Madoff ran the largest Ponzi scheme in history, its core storyline is...

The Uncertainty Paradox

(from Dimensional Fund Advisors’  Issue Briefs blog dated May 1, 2017. Dimensional Fund Advisors is a global investment manager dedicated to implementing the great ideas in finance by applying academic research to practical investing.)    Doubt is not a pleasant...

Where Does It Go?

“I just can’t figure out where the money goes.  We should be doing well with our salaries, but we never seem to have anything left over at the end of the month.” My client’s frustration is shared by many other people I’ve worked with over the years, regardless of...

Wikipedia, Investing & Fake News

Last week I attended the Morningstar Investment Conference, a gathering of financial advisors, economists, fund managers and others from the world of financial services in Chicago, IL.  The two and a half days are full of breakout sessions around investing, practice...