Featured Articles
Why Warren Buffett Doesn't Invest in Gold
Why Warren Buffett Doesn't Invest in Gold
Today, the world's gold stock is about 170,000 metric tons. If all of this gold were melded together, it would form a cube of about 68 feet per side...
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2011 Review: Economy & Markets
Hedge of Darkness
It's true. Big money can be made from hedge funds. If you run one that is. That's the conclusion of a new book that says...
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2011 Review: Economy & Markets
2011 Review: Economy & Markets
The past year reminded investors that they should hop for the best, prepare for the worst, and be thankful reality...
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Wealth Management
& Your Top 10 Tax Strategies
Most of us lead busy lives and must juggle multiple priorities and demands on our time. However, at the end of the day, each of us is the chief executive officer for our family, responsible for making the decisions that will determine whether we will...
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Taking a Comprehensive
Approach to Your Financial Life
Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom so that you never have to work again—even if you plan on working the rest of your life...
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E-Newsletter - October 2011
Risk, Volatility and Opportunity
The current renewed volatility in financial markets is reviving unwelcome feelings among many investors - feelings of...
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E-Newsletter - August 2011
Fear, Greed and Investment Decision Making
Fear and greed cause investors to make bad decisions. Meir Statman is a pioneer in behavior finance, the branch of...
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E-Newsletter - June 2011
Top Ten Tactics for Giving
In our last newsletter we offered an overview of charitable giving. In this issue we present the top ten tactics...
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E-Newsletter - May 2011
Giving Away, Getting Back
Clients often ask about charitable giving. As a result, we are pleased to present the following thought process to use when making your gifting decisions...
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Homemade Dividends
Should retirees limit their spending to the interest and dividends they receive? In this video, Ken French says investors should be indifferent to how they raise cash, whether through dividends and interest, or through the sale of shares.
The Current Market Aftershock
In this video, David Booth, Chairman of Dimensional Funds Advisors, uses an illustrated timeline to chronicle the US stock markets performance in four periods since World War II. His commentary suggests that prevailing market sentiment is often wrong and that investors must remain disciplined through all market conditions to achieve their long-term financial goals.
Note: David Booth's thoughts on the market aftershocks were recorded late last year before the earthquakes in New Zealand and Japan. In no way were they meant to refer to those tragic events. Having posted the day before the Japan earthquake, we have since renamed the video "The Current Market Aftershock" to clarify.
