Lately, it seems the only equity investment worth making is in US large caps. The cheaper and more passive, the better. Of course, passive US large-cap equities are not the absolute best performing asset available over the past few years, but the category is pretty hard to beat for ease of implementation, known risk characteristics, price and performance.
The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client...Read More