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The End of Quarterly Reporting? Not Much to Cheer About
Investors are still likely to overreact to disappointments, while it’s not clear whether less reporting will change corporate behavior.
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How Your Brokers Can Make 10 Times More on Your Cash Than You Do
It pays to pay attention to what your brokerage is doing with your cash.
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Read This Extremely Important, Totally Incomprehensible, Completely Convoluted Information About Your Broker!
Innovative ideas for disclosure can help investors be better informed.
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The Special Trick To Find the Right Financial Adviser
When you’re asking questions of a potential financial adviser, be sure to keep score.
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The 19 Questions to Ask Your Financial Adviser
The burden of finding an adviser who will act in your best interest is on you.
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How a New Audit Rule Could Bring Sunshine to U.S. Markets
New rules under consideration at the SEC would make auditors describe significant issues they raised with companies they audit.
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Best Mutual Fund Disclosure Ever: ‘Don’t Come Crying to Us if We Lose All Your Money’
Most financial disclosures are boring. The IPS Millennium Fund was an exception.
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Adventures in Podcasting
Recent podcast appearances.
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A Tale of Two Washingtons
Should companies promote their stock or educate their investors?
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Full Disclosure: Is Your Adviser Hiding Something?
Yes, you should read the disclosure documents before you invest or hire a financial adviser. But the required disclosures shouldn’t be the end of your conversation when you select an adviser; they need to be the beginning.