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Index Card of Investing Rules

Everyone should have rules when it comes to their investing. The best rules can be condensed down to an index card. Why? First, to keep it simple. Second, to be able to pull out the card in times like now when the market has been so ugly.

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Why Not Just Be Average

Everyone thinks of themselves as being above average. It is nicknamed the Lake Wobegon effect. Well, if you had been an average investor the last decade you would have outperformed some of the "greatest" investment minds out there.

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Who I Accept as Clients

I frequently receive lots of questions from other advisors about my flat-fee model. They all ask the same questions, but one question they never ask is about what type of client I accept since all clients pay the same fee.