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World map made of coins with a magnifying glass, representing globally diversified investing

Why We Recommend Global Diversification

August 11, 2026/in Investing, Portfolio Design, Stocks/by Allen Mueller, CFA, CFP®

Betting your retirement on one country staying on top is a bigger wager than it looks. Why we own companies across the globe, and why the last 15 years can’t predict what happens next.

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Y'all Street is open - Texas Stock Exchange

“Y’all Street” Is Open: What the Texas Stock Exchange Means for Your Money

July 11, 2026/in Industry, Investing, Stocks/by Allen Mueller, CFA, CFP®

On Friday, the Texas Stock Exchange started trading in Dallas. A financial planner in the area explains what TXSE actually is, why $275 million of institutional money is behind it, and whether it changes anything for a retiree with a diversified portfolio.

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dividends are irrelevant

Dividends: Why You Shouldn’t Care About Them

January 27, 2022/0 Comments/in Investing, Stocks/by Allen Mueller, CFA, CFP®

Although dividend investing is popular among investors, that focus can be misguided. It should be considered more of a “feel good” strategy than a good strategy. In this post, I’ll explain why dividends are irrelevant.

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