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Greg Bartalos
Latest Articles
'Never Dismiss' the 60/40 Portfolio. Optimize It.
Greg Bartalos
A New Defense of Portfolio Diversification
Greg Bartalos
A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead
Greg Bartalos
Advisor Ethics Can Resemble a House of Mirrors
Greg Bartalos
Advisors Are Underestimating Retail Demand for ESG Investments
Greg Bartalos
Advisors Can Help Asset Managers Fill ‘Advice Gap’ on Target-Date Funds
Greg Bartalos
Buy Stocks Because This Bull Market Has Legs, Says UBS
Greg Bartalos
CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’
Greg Bartalos
Defending Democracy One Dollar at a Time
Greg Bartalos
Essential Wisdom From America’s Best-Performing Stocks
Greg Bartalos
For Advisors, It’s Not Enough to Be Honest
Greg Bartalos
Gold is at $1,500, Ray Dalio Is Bullish, and Markets Are Shaky. What Do You Do?
Greg Bartalos
Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.
Greg Bartalos
How Investors Can Distance Themselves From Crowd Psychology – And Profit
Greg Bartalos
How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA
Greg Bartalos
Is Investor Skepticism Learned or Innate?
Greg Bartalos
Josh and Barry Tweet Like Crazy. Are They Revolutionizing RIA Marketing — or Just Wasting Time?
Greg Bartalos
Madoff Is Behind Bars. But With Markets Infected by Covid-19, More Ponzi Schemes May Be Unmasked.
Greg Bartalos
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