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Mutual Fund Landscape
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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The Business of Celebrity
With Shaquille O'Neal
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This Will Attract People to Your Brand
With Don Miller
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What It Takes To Be Number One
With Vince Lombardi
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The Mastermind Principle
With Napoleon Hill
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Strategic Coach
Dan Sullivan
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Words of Wisdom
with John Wooden
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Featured Articles

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy. The state of affluent giving A full 74 percent of the affluent

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The Need for Wealth Management Before and After You Sell Your Business

Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your financial future at risk. Here’s how to make sure you’re set up for success. It’s published by BSW Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you. Click here to read the report or download below.

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Snapshot Of How Stocks Have Performed So Far In This Millennium

What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just that 13 of the 16 periods. It also describes significant performance by large US stocks being the most recent and the only Indeed in 3 of last 5 periods that has been the case. Given this illustration our diversification approach to all markets feels great. If you are interested in a proven approach for taking advantage of markets that offer the highest expected returns just drop a note. 

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