I will be on the road for the next couple of days, so the blog will be taking a brief nap. No worries because I’m not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. I will be meeting with some investors and…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…