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Does "buy the dip" actually work?
"Buy the dip" sounds like smart investing — wait for prices to fall, then pounce. But 60 years of evidence reveals the strategy underperforms passive investing more than 60% of the time. Here's why waiting for the perfect moment costs more than it saves.

Robin Powell
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AI investment advice: What the chatbots get wrong
Consumer tests found ChatGPT scoring just 64% accuracy on financial questions. Accountants report clients losing real money. This Deep Dive examines what AI investment advice actually gets wrong — and what to do instead.

Robin Powell
Jan 2910 min read


SJP's low-cost funds: how good are they?
SJP's low-cost funds, charging 0.2%, look competitive — but total costs matter more. What existing and prospective SJP clients need to know about value.

Robin Powell
Oct 9, 20257 min read


3 simple questions to ask a financial adviser
Three crucial questions to ask a financial adviser can save your wealth from hidden conflicts. After Vanguard's settlement exposed industry-wide problems, learn how to identify trustworthy advisers, spot red flags, and protect yourself from expensive mistakes.

Robin Powell
Sep 3, 202511 min read
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