Financial Advice And Innovation

Chances are you’re reading this on your desktop, laptop or using some mobile device. The Internet has become a main pipeline for the delivery of market news and investment information. It’s also highly interactive in that we’re able to track and trade our investments with relative ease. Some say that technology will replace the need for quality investment advice though a professional. I don’t see that happening.

Among Heroes and Villains

Freedom is not free. Our rights and privileges come at a high cost. The brave men and women who fought and died for our freedom are not able to enjoy the sacrifices they gave, but their families and friends are, and that’s what’s important. Seeing this reality firsthand as a young Marine Corp officer changed my life. It also shaped my career in the investment industry.

An Interview with Founder and CEO Jim Wiandt

Jim Wiandt is an indexing aficionado. He and his extended staff of researchers and journalists at are on top of every wiggle in the industry. Over the years, Jim has created a small media empire and the go-to resource for all things index, index fund and exchange-traded fund (ETF) related.

An Interview with Indexing Expert Robert Waid

Robert Waid, managing director, is responsible for all Wilshire Indexes as Head of Investment Market Services at Wilshire Associates. This is part of Universe and Derived Data Services which includes the Wilshire Trust Universe Comparison Service (Wilshire TUCS®), Wilshire Cooperative℠ and Wilshire Compass InSite℠ branded products. In his prior role, Mr. Waid was Head of Index Research and the lead architect for Wilshire Global Index Family. He is the co-creator of the Wilshire 4500 and Wilshire US Style Indexes.

An Interview With Guru-Grader Steve LeCompte

I recently had the opportunity to interview Steve LeCompte, founder of CXO Advisory Group LLC and editor of His company can best be described as an investment-strategy-testing firm. Steve applies rigorous, scientific testing methods to investment strategies of all types and reports on the viability of those strategies in his blog. He has tested nearly 1,000 strategies during his career, all of which are available to subscribers for a modest annual subscription fee. The firm does not offer a portfolio management service or provide personalized financial advice.