Greg Bartalos

Latest Articles

The Fee Pressure Specter Is Real

Greg Bartalos July 1, 2021

The Least Informed Investors Turn to Margin the Most

Greg Bartalos June 10, 2021

Defending Democracy One Dollar at a Time

Greg Bartalos June 2, 2021

With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share

Greg Bartalos May 6, 2021

How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA

Greg Bartalos May 3, 2021

Advisors Are Underestimating Retail Demand for ESG Investments

Greg Bartalos April 12, 2021

CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’

Greg Bartalos March 30, 2021

U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says

Greg Bartalos March 26, 2021

RIAs Proved Their Worth During March 2020 Meltdown, Study Says

Greg Bartalos March 4, 2021

A Player-Turned-RIA on 2021’s Super Bowl and the Market Roller Coaster Ahead

Greg Bartalos February 5, 2021

Ponzi Schemers Caught a Break in 2020. This Year Their Luck May Run Out.

Greg Bartalos January 12, 2021

Schwab CEO, Wealth Managers Condemn Capitol Riot

Greg Bartalos January 7, 2021

RIA Intel’s Best Stories of 2020 — Scoops and Features That Captivated

Greg Bartalos December 22, 2020

'Never Dismiss' the 60/40 Portfolio. Optimize It.

Greg Bartalos December 11, 2020

Schwab's Third Quarter Impresses Investors

Greg Bartalos October 15, 2020

Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

Greg Bartalos October 8, 2020

A New Defense of Portfolio Diversification

Greg Bartalos September 3, 2020

Buy Stocks Because This Bull Market Has Legs, Says UBS

Greg Bartalos August 19, 2020

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