Will AI Replace Financial Advisors?
Here’s an email I recieved recently: I’ve been doing some experiments by taking questions that...
IRS & Tax Relief
Why Do Rich People Still Borrow Money?
There’s a personal finance cliche that debt is the devil. This makes sense to me...
Talk Your Book: After-Tax Alpha
Posted March 16, 2026 by Ben Carlson Build Your RIA Your Way with Betterment Advisor...
An Asset-Liability Mismatch – A Wealth of Common Sense
My first job in the industry was working as an analyst for an institutional investment...
Animal Spirits: The Perfect Price of Oil
Sponsored Pathways to tomorrow’stax-optimized portfolios Tax optimization has become an essential building block for...
The Worst Asset Class For the Next 5 Years
My colleague Nick Maggiulli posed an interesting question on Twitter recently: A lot of people...
Ignoring the Noise is Impossible
Just ignore the noise! Many a financial advisor has uttered those words over the years....
Viral Charts – A Wealth of Common Sense
I’m convinced that more economic data is just making us all angrier. You can now...
Talk Your Book: What’s the Latest in Crypto?
Posted March 23, 2026 by Ben Carlson Sponsored Pathways to tomorrow’stax-optimized portfolios Tax optimization has...
SEC Enforcement Chief Steps Down
Judge Margaret “Meg” Ryan has resigned from her position as enforcement director at the Securities and...