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Greg Bartalos
Recent articles
The Big Question
The Fee Pressure Specter Is Real
Greg Bartalos
July 1, 2021
Investing
The Least Informed Investors Turn to Margin the Most
Greg Bartalos
June 10, 2021
The Big Question
Defending Democracy One Dollar at a Time
Greg Bartalos
June 2, 2021
Investing
With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share
Greg Bartalos
May 6, 2021
The Big Question
How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA
Greg Bartalos
May 3, 2021
Investing
Advisors Are Underestimating Retail Demand for ESG Investments
Greg Bartalos
April 12, 2021
Wealth Management
CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’
Greg Bartalos
March 30, 2021
Investing
U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says
Greg Bartalos
March 26, 2021
Practice Management
RIAs Proved Their Worth During March 2020 Meltdown, Study Says
Greg Bartalos
March 4, 2021
The Big Question
A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead
Greg Bartalos
February 5, 2021
Investing
Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out.
Greg Bartalos
January 12, 2021
Wealth Management
Schwab CEO, Wealth Managers Condemn Capitol Riot
Greg Bartalos
January 7, 2021
Wealth Management
RIA Intel’s Best Stories of 2020 — Scoops and Features That Captivated
Greg Bartalos
December 22, 2020
Investing
‘Never Dismiss’ the 60/40 Portfolio. Optimize It.
Greg Bartalos
December 11, 2020
Investing
Schwab’s Third Quarter Impresses Investors
Greg Bartalos
October 14, 2020
