All About Robo-Advisors

Tadas Viskanta at Abnormal Returns posted an interesting piece on the rise of robo-advisors: Peak Robo-Advisor? Tadas asked his fellow financial bloggers to chime in on the robo revolution, and I shared my thoughts below:
Q: Venture capital has likely dried […] Continue Reading…

What Should You Put in a Rollover IRA?

Americans who retire or change jobs face one of the most important questions of their financial lives: What to do with a 401k plan that might have ballooned to be a huge piece of their net worth after years […] Continue Reading…

New Baby? Before You Start A College Fund, Max Out Your 401k

Nothing – and I mean nothing – will change your life as dramatically as the birth of your first child. It’s a wonderful experience and one that I hope everyone gets to experience. But it will turn your life […] Continue Reading…

Liquid Alternative Investments for Ordinary Investors

Barron’s did a nice special report this week on AQR’s liquid alternative investments. AQR, which is run by Cliff Asness, John Liew and David Kabiller, is a pioneer in the liquid alternatives space and manages an impressive $141 billion […] Continue Reading…

Investing In Recession Resistant Real Estate

My good friend Ari Rastegar of Rastegar Capital recently did an interview with the Houston Chronicle on investing in Texas real estate. I invest with Ari, incidentally, as do some of my clients. If you are an accredited investor […] Continue Reading…