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Author: Andy Finnegan

You Should Name a Variable Using the Same Care With Which You Name a First-Born Child
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You Should Name a Variable Using the Same Care With Which You Name a First-Born Child

October 15, 2025February 20, 2026
Only 38% of Advisors Use Goals-Based Investing Today. By 2030, It Could Be 80%.
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Only 38% of Advisors Use Goals-Based Investing Today. By 2030, It Could Be 80%.

October 13, 2025February 20, 2026
400+ Advisors Rated Asset Allocation 91 Out of 100. Here’s Why That Matters.
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400+ Advisors Rated Asset Allocation 91 Out of 100. Here’s Why That Matters.

October 10, 2025February 20, 2026
No Client Says, ‘Great Job on Tracking Error, But I Can’t Retire’
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No Client Says, ‘Great Job on Tracking Error, But I Can’t Retire’

October 8, 2025February 20, 2026
Why Most Model Portfolios Ignore Client Goals
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Why Most Model Portfolios Ignore Client Goals

October 6, 2025February 20, 2026
Where Are Goals in Risk Scores?
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Where Are Goals in Risk Scores?

September 29, 2025November 21, 2025
The Paradox of Choice in Model Marketplaces: Why More Options Are Making It Harder for Advisors to Deliver Better Outcomes
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The Paradox of Choice in Model Marketplaces: Why More Options Are Making It Harder for Advisors to Deliver Better Outcomes

February 1, 2025May 1, 2025
Retirement Portfolio Case Study: Jake & Mary Ann’s Florida Dream
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Retirement Portfolio Case Study: Jake & Mary Ann’s Florida Dream

January 14, 2025February 20, 2026
The Future of Goals-Based Investing: An Award-Winning Four-Step Process to Improve Investor Outcomes
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The Future of Goals-Based Investing: An Award-Winning Four-Step Process to Improve Investor Outcomes

January 1, 2025May 1, 2025

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