This is an article that I wrote for www.NJMoneyHelp.com on the risks and benefits of using equity options in your portfolio. In keeping with Peak Wealth Advisors’ focus on helping our client become smarter investors, it’s a good primer on what options are and some fundamental strategies for those who are unfamiliar.  Enjoy!     Options…

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This is a great piece from Jim Parker, a Vice President with Dimensional Fund Advisors.  It speaks about how you should reconcile your investing strategy in conjunction with the volatility we’ve been experiencing lately in the markets. Read it. It helps put current market gyrations in perspective. OTF_Patience_Principle_US  

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It was late 1988 and I wanted to begin building my investment empire. At the time, I worked in the back office of one of the big financial services wirehouses processing account transfers (exciting!). In our building there was one computer set up in the middle of the floor for stock quotes. A Quotron machine….

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What does it mean to be a fiduciary?   Registered Investment Advisors (RIA) are required to follow the standard of fiduciary duty when working with clients, which is a legal standard that stockbrokers and other agents of broker/dealers are not required to follow. The fiduciary standard was established as a result of the Investment Advisors Act…

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