Author name: Don Steinmann

Those monthly expenses can really add up. Always do the math.

The financial services industry should always put the client first. Sometimes they aren’t very good at that.

Some of my favorite quotes about wealth.

What really is your ‘principal’ when you’re talking about an investment account?

At a talk I arranged with Russ Fuller, he talked about using behavioral finance to get superior investment returns. This is some of what he had to say.

When a mutual fund starts buying stuff that is nothing like what you expect, that’s called style drift. How do you avoid that in your funds?

Some pithy quotes from Warren Buffett.

Inertia is a problem for all of us. This is an old joke about that, and some advice about how and when to move forward.

People usually look at the growth potential of a stock. But what about it’s asset potential?

Words can mean more than one thing in English. That can lead to misunderstandings about investments.