RESOURCE LIBRARY2019-08-16T09:26:07-07:00


Presidential Elections and the Stock Market

October 3rd, 2016|

I recently had a conversation with a client about the upcoming presidential election and how it may impact the markets--and more importantly, their portfolio. We discussed some general [...]

Good Advisors Add Value

September 26th, 2016|

I add value to my clients in a variety of ways. Objectively, a Vanguard study shows I may add 3% in average annual returns for my clients. This is far in excess of my tax-deductible fe [...]

Outside the Flags: History on the Run

September 21st, 2016|

Last month I wrote a rather lengthy article about market pricing, news, and noise.  It remind investors that after seeing something in the news is not necessarily the best time to make [...]

An Issue of Investing: Negative Real Returns

September 18th, 2016|

Negative nominal rates are becoming normal through several foreign countries, Germany, Japan, Denmark, and others. While negative nominal rates may be a recent phenomena, negative real [...]

An Issue of Insurance: Lack of Faith?

September 9th, 2016|

You may be asking, “Does having insurance indicate my lack of faith?” Or, “Isn’t non-required insurance a waste of money? I mean, if the government doesn’t require it, it must not be i [...]

The Issue of Investing: Part 13, A Summary

August 23rd, 2016|

Here is a summary of all of our Evidence Based Investment Articles.  If you have not read the articles, the summary is a good start. Evidence Based Investment Summary => The Issue o [...]