In this op-ed at CNBC I discuss the coronavirus pandemic and the stock market are both complex adaptive systems. Instead of trying to predict the
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Periodically the market crashes. I’ve never understood why advisors risk their business by charging assets under management. Our firm has charged fees based on complexity
Little did I know when I wrote this about coronavirus a couple of weeks ago just how bad the situation would get. This is my
Too many advisors think about succession plans for their practice as a destination. They create a plan, check the box, and move on. Meanwhile, life
Just like we can’t predict the future in our financial plans, we can’t predict how our succession plans will really play out. Instead of focusing
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