Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.


  • November 30, 2015

    What we're reading this week

    There are some interesting things happening to JP Morgan this week. Also we look at Yahoo and Bitcoin. Check out what we're reading this week. Read More

    Author: Thad Schlaud

    Topics: News, The Market

  • November 19, 2015

    Change Your Perspective on Money to Change Your Financial Life

    There are many different perspectives on personal finance and money; oftentimes, the way people view money is impacted by their emotions and biases. That will never change. However, recognizing how we work with our money and more importantly, that money decisions are emotional, is the fist step towards making the best decisions with your savings. Read More

    Author: Nick Pagano

    Topics: Careers, Family, Major Life Purchases, Life's Little Surprises

  • November 19, 2015

    The End of "File and Suspend"

    Analyst Chad Wotton explains how the popular social security option to "File and Suspend" is being phased out. Read More

    Author: Chad Wotton

    Topics: News, Family

  • November 16, 2015

    What we're reading this week

    Check out the news on stop orders and how one guy managed to owe eTrade over $100,000 because he didn't know what short selling was. Finally, a short piece on the Department of Labor's fiduciary duty rule. Read More

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • November 14, 2015

    Your Money

    The market dropped through our lower risk thresholds, here is Dave Martin's update. Read More

    Author: David Martin

    Topics: The Market