Resources — ColeFP and Wealth Managment, Inc.

Posts in Investments

Reader Mailbag: Is the Market Overvalued and other stuff

Reader Mailbag: Is the Market Overvalued and other stuff

Investments, Newsletter, Planning, Psychology of Money, GoalsScott ColeFebruary 13, 2021valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, EnoughComment

Benchmarks and the only return that matters

Benchmarks and the only return that matters

The Fiduciary Duty – Why is it so difficult?

The Fiduciary Duty – Why is it so difficult?

Fiduciary, Financial Planning, InvestmentsGuest UserJune 5, 2019Comment

Having "the talk" with my daughter

Having "the talk" with my daughter

Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and InvestingScott ColeFebruary 15, 2019Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and BeesComment

Why even advisors need advisors

Why even advisors need advisors

Investments, Newsletter, Behavioral FinanceScott ColeFebruary 1, 2019Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, InvestingComment

Reading the Plum Leaves

Reading the Plum Leaves

Behavioral Finance, Investments, NewsletterScott ColeAugust 3, 2018Trees, Market Cycles, Foresight, Hindsight, Market TimingComment

Adviser Compensation and Conflicts of Interest

Fiduciary, Investments, Personal FinanceGuest UserMarch 5, 2017Investing, financial advice, Hiring advisor, Fiduciary, Financial planningComment

Your Actively Managed Fund May Be Costing You More Than You Think

InvestmentsGuest UserJanuary 29, 2017Investing, mutual fund, expensesComment

DFA on Staying the Course

Behavioral Finance, Investments, Money Management, VideoScott ColeNovember 23, 2015Investing, DFAComment