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Investor behavior is one of the most important factors for reaching your long-term investment goals, even more than investment skill in my view and experience.

Here is a brief history on investment bubbles, characteristics to watch for, and what to do (or not do) when you spot one.

Who doesn’t like price transparency? With so much information at everyone’s fingertips, consumers are more demanding about knowing everything there is about a product before the buy decision is made. This is especially true with pricing transparency.

What if Costco adopted this same merchandising philosophy with an offering of financial products such as mutual funds?

It’s never too late to get started. Asset allocation is not a one-time event as it’s a lifelong process of remeasurement and fine-tuning. At a time when adults are living longer and getting less income benefits from “safer” investments, it might be time to consider adjusting to the 120 Rule of Thumb.

Here are the most important personal financial management lessons that a college student can develop in this coming-of-age season of life. Here’s what you can do (or not do) to help your child succeed.