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Featured Video: Two Lifetimes

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Evidence Based Investing Videos
Work with an Advisor Videos
Financial Behavior Videos
Investing Videos

Evidence Based Investing

The Two Best Ideas of the Past Half Century 

Investors Sometimes Act Like Gamblers

The Case Against Active Management 

Fast Forward

Investing on Purpose

Why Should You Work with an Advisor?

Who Do You Trust for Financial Advice? 

Working with an Advisor Can Be Better than Expected

Do I Really Need an Advisor?


What is Behavioral Guidance?

Let's Talk About Trust

Can't You Just Do It Yourself?

What Exactly Does a Financial Advisor Do?

Is the Role of a Fiduciary Advisor to be a Market Forecaster?

Achieving Long-Term Financial Planning Outcomes

Total Economic Wealth

Acomplish, Fix, Avoid

What Now?

Financial Behavior

How Much Do I Need to Save?

Do I Have to Change Anything?

Financial Market History or Current Headlines?

5 Things Keeping You from a Secure Retirement

Relying on Wall Street Firms

The Problem of Control

What Matters Most in FInancial Life Management

How Can I Win the Financial Life Battle?

What is Your Financial DNA?


Tastes Great, Less Filling

Can I Beat the Market?

Can I Get Out of the Market?

Do I Have to be in the Stock Market?

Don't Make Important Investment Decisions When You're Stressed

Survivorship Bias

Bad Luck Scenario

Financial Speed

Is Your House an Investment?

Investing on Purpose


Defining Risk

How to Make a Plan to Invest in the Stock Market

Named to 11 "Top Advisor" lists by Worth, Money & Medial Economics, James is a proven thought leader among fee-only financial planners. James guides successful individuals on the path towards financial independence. 

James E. Wilson, CFP

As Seen In...

100 Most Influential Advisors Investopedia 2017
The New York Times
Medical Economics
The Wall Street Journal