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This is a note from Human Investing partner and co-founder, Peter Fisher. He penned this letter for his kids; it’s about investing and life. Continue reading

I was in a meeting with a prospective client recently and she was unsure of how she was being charged to have her accounts managed. Continue reading

For my daughter, the answer to the question of “what is risk” is clearly “spider’s daddy.”  For my boys, the answer is “not getting enough for dinner.” For me, and our fearless investment team, the question of “what is risk” is popping up a lot lately.  If we just look at the numbers, investors are voting that stocks are risky and bonds are safe.  Last year, which was a nice … Continue reading

“Opening Day” for a baseball fan is the first day of the professional season.  As a kid, this time of year was the best.  Playing baseball was a passion of mine so April was always something to look forward to.  Although baseball is still a secret love of mine, and this time of year is filled with passion with a totally different emphasis, I truly enjoy the change the season … Continue reading

This was the call from my office yesterday to one of our investment team members (ITM).  He’s often the hound dog hot on the trail of another undisclosed conflict of interest between a stock broker and his advice that ultimately led to the client paying a lot more than they ever knew… only this time, the broker was operating under the roof of one of the largest discount brokerage firms. … Continue reading