Video Resources

Featured Video: Two Lifetimes

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

Let's Talk About Trust


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

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

Can't You Just Do It Yourself?

Total Economic Wealth

Accomplish, Fix, Avoid

What Now?

Achieving Long-Term Financial Planning Outcomes

Financial Behavior

5 Things Keeping You from a Secure Retirement

Relying on Wall Street Firms

Financial Market History or Current Headlines?

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?

How to Make a Plan to Invest 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

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