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    Author: Daniel

    smart beta investing

    Smart Beta Investing: The Strategy Between Active and Passive

    By Daniel Lancaster, CFA® | The Wealth Expedition Smart beta investing disrupts the whole debate between active vs passive investing that has been ongoing for…

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    Daniel March 17, 2026
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    active investing strategy

    When an Active Investing Strategy Makes Sense

    By Daniel Lancaster, CFA® | The Wealth Expedition Investing isn’t one-size-fits-all. A properly aligned active investing strategy can make a tremendous difference to investors that…

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    Daniel March 16, 2026
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    is a financial advisor worth it

    Is a Financial Advisor Worth It? The Hidden Cost of One Investing Mistake

    By Daniel Lancaster, CFA® | The Wealth Expedition Is a financial advisor worth it? It’s one of the most common questions DIY investors eventually ask—especially…

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    Daniel March 16, 2026
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    combining active and passive investing

    Combining Active and Passive Investing: How to Build a Smarter Portfolio

    By Daniel Lancaster, CFA® | The Wealth Expedition Instead of selecting either-or, evidence has emerged to suggest that combining active and passive investing can potentially…

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    Daniel March 13, 2026
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    Guilt Free Spending

    Guilt-Free Spending: How to Enjoy Your Money

    By Daniel Lancaster, CFA® | The Wealth Expedition It’s easy to get caught up in the numbers of wealth building: income, surplus, investments, and net…

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    Daniel March 6, 2026
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    12 riches of life

    The 12 Riches of Life: A Biblical Guide to True Wealth

    The 12 Riches of Life: A Biblical Guide to True Wealth ◆ ◆ ◆ The word “wealth” is most often perceived within the framework of…

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    Daniel March 5, 2026
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