This Guy Built a Superdiversified Portfolio With 10 ETFs

the new york tımes

The Re-education of a Brash Young Stock Picker

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Advisors Magazine


Is Your Advisor a Fiduciary?

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Surprise! Even Conservative Investors Could Profit on Bitcoin

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Financial Advisor Magazine


A Rational Approach to Expected Returns


TD Ameritrade Network


Randy Kurtz Discusses Diversification During Geopolitical Turbulence

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U.S. News & World Report 


10 Best Vanguard ETFs to Buy


Financial Advisor Magazine


The 4% Rule Viewed Through A Low-Risk Lens



Top Questions to Ask a Financial Advisor During Financial Planning

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The 3 Most Important Things You Must Know as a Professional Fiduciary

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Experts Give Their View on Gold 

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How to Become an Independent Stock Trader

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Forbes Magazine


This Guy Built a Superdiversified Portfolio With 10 ETFs

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Forbes Magazine


11-Step Guide To IRA Distributions

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U.S. News & World Report


5 Signs You're About to Make a Bad Financial Decision

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What to Look for in a Mutual Fund Prospectus Primer

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Are Smart Beta ETFs Really a Free Lunch?


Pittsburgh Post-Gazette


Market's Recent Activity Can Affect Future Savings



Save and Invest Consistently




Don't Bank on the Safety of Bonds in a Pandemic 



Does the Advisor Provide Value at the First Meeting?

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3 Tips to Lower Your Portfolio Risk



What Percentage Of One’s Portfolio Should Be Allocated To Gold?

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Entrepreneurs List Their Favorite Business Blogs

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As a Professional Fiduciary, You Must Never Do Any of These 7 Things

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Top Fiduciary Questions 401k Plan Sponsors Must Ask

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A Beginner's Guide to Dividend Investing

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The Money Answers Show


Minimize Risk AND Beat the Market with Randy Kurtz



The Super-diversified 10 Fund Portfolio

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The Washington Post


Robo-advisers are here. What’s a human financial planner to do?

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The New York Times


The Illogic of Active Trading


The Chicago Tribune


The Basics of Relying on a Model Portfolio

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Will Warren Buffett's Investment Advice Work for You?


The Wall Street Journal


Beat the Benchmark... Or Else

The Beacon: Washington Metro


Don't Bank on the Safety of Bonds in a Pandemic


Authority Magazine


Investing During the Pandemic: What Should I Do with My Money?


Financial Advisor Magazine


The Sad, Stark Truth About Future Returns


Authority Magazine


5 Things To Look For When Hiring a Financial Planner or Financial Adviser



Planning for a Mortgage-Free Retirement

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Want to Retire Early? It Starts With These Four Steps

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7 Rules Every Professional Fiduciary Must Follow

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U.S. News & World Report


Make the Most of a Small Investing Budget

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How Financial Pros Teach their Own Kids About Money

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U.S. News & World Report


What Risk Data Should You Watch?



Eyes on the Prize: Using Incentives To Get Clients To Save For Retirement

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If 'Robo Advisors' Are So Good at Finance, Why Don't Rich People Use Them?

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A Plan to Navigate a Home-Financing Crisis

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The New York Times


The Re-education of a Brash Young Stock Picker


Investor's Business Daily


The Pros' 2013 Stock Market Outlook and Top ETF Picks


Bloomberg BusinessWeek


Taking Stock of Your Adviser 

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Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM only provides services to clients in states where we are registered or exempt from registration for various reasons. Contact us to obtain a listing of the states in which we are currently doing business.

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