FINANCIAL PLANNING & RELATED INSIGHT

Financial Planner Interview

A form for comparing financial planner qualifications.

Guide to Financial Self Defense

A CFP Board booklet about how to spot a fraud.

Fee-Only: What's the Difference?

An article from Forbes on Fee-Only financial planners.

The Value of Financial Planning

A study on the value of financial planning.

ON INVESTING

2018 S&P Index vs. Active Report

S&Ps 2018 Index vs. Active report showing the failure of active management to beat relative benchmarks.

The Random Walks of Stock Prices

Prof. Eugene Fama (Nobel 2013), on the  nature of stock price changes, charting and analysis.

A Banker's Last Instructions

Former banker, Gordon Murray talks about the lessons he learned in investing.

A Case for Index Portfolios

Ferri & Benke – Investors holding index funds have a better chance for success.

WHY FISCALIS INVESTS WITH DIMENSIONAL