Everyone could use personal financial advice throughout their lives – whether it be choosing the best IRA, saving for your kids’ college, investing locally or globally, or even how to invest properly for your retirement. We’re proud to have partnered with My Perfect Financial Advisor for all of this great financial advice that you find on this page, and hope that you find it helpful, too. To learn more, you can visit myperfectfinancialadvisor.com.

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  • Does ‘Best Execution’ Still Matter?
    by Nicholas Stuller on July 28, 2021

    By John Drachman With clients able to make trades from commission-free accounts – even in fractional shares – the lustrous sounding obligation for firms to deliver “Best Execution” trading to their clients can seem like a big yawn. It was not […]

  • Remote Working’s Energy Realities
    by Nicholas Stuller on July 27, 2021

    By Thomas Kostigen A couple of years ago data overtook oil as the most valuable commodity in the world. Data as information is one valuable form of the commodity that you can invest in. Data as analytics is another valuable form for investing. Deep data […]

  • The Dangers of Being “All-In”
    by Nicholas Stuller on July 26, 2021

    By MyPerfectFinancialAdvisor A relative of one of our team has put all their investable assets into one asset class. While it is theoretically possible for the “All-in” strategy to be a winning one, it is highly dangerous and statistically improbable […]

  • You’ve inherited an IRA: Now What?
    by Nicholas Stuller on July 23, 2021

    By Lee Sherman Inheriting an IRA can be a financial boon but in order to get the most from it, you’ll want to understand not only how one works but also how the rules for beneficiaries differ. Depending on which flavor or IRA you’ve inherited, the […]

  • The Greater Fool Theory: Investment and Ethical Implications
    by Nicholas Stuller on July 22, 2021

    By Nicholas Stuller and Peter Mastrantuono Market bubbles occur when investors’ excess enthusiasm drives asset prices well beyond any reasonable measure of their intrinsic value. Think Tulip Mania in the 1630s or the internet stocks of the 1990s. One of […]

  • Is LEED A Good Investment Lead?
    by Nicholas Stuller on July 20, 2021

    By Thomas Kostigen Leadership in Energy and Environmental Design, or LEED, certification is the gold standard for green building worldwide. It shows a strong commitment to environmental considerations, and has protocols that span energy efficiency, water […]

  • Secure Digital Records Now
    by Nicholas Stuller on July 19, 2021

    By John Drachman Pop quiz. When was the last time you thought about who would get access to your most critical asset information and financial records if you were suddenly incapacitated? If your answer is “never,” Joe Henderson, a Minneapolis estate […]

  • Best Ways to Leave Real Estate to Your Kids
    by Nicholas Stuller on July 16, 2021

    By Lee Sherman Making sure your wishes are carried on when you pass is the primary goal of estate planning. But you will also want to make sure that this is as cheap and hassle-free as it can be for your beneficiaries. There is nothing worse in life than […]

  • Meme Investing: The Next New Thing or Cautionary Tale?
    by Nicholas Stuller on July 14, 2021

    By Peter Mastrantuono Is meme investing “a totally nihilistic parody of actual investing” as one well-regarded Wall Street veteran claimed, or is it the future of investing? According to a recent survey by Fidelity, over 40% of Gen Zers were most […]

  • Buy American, Invest American?
    by Nicholas Stuller on July 13, 2021

    By Thomas Kostigen “Buy American.” We hear it often, whether it’s to support local businesses, U.S. labor, or for environmental reasons, such as mitigating the carbon emissions associated with transporting goods from overseas. Health and safety […]