Over the years we have authored these articles to share with our clients and friends. We think they are like an old favorite movie that you will want to see again and again. Please feel free to make copies and share with your friends.
- Dispelling Individual Bond Myths – June 2013
- Quarterly Commentary, Q1 2013 – April 2013
- Believing What We Want to Believe – February 2013
- Market Review for Q4 2012 – January 2013
- Quarterly Commentary – January 2013
- New 401(k) Rules Shed Light on Fees – November 2012
- “Dear” in the Headlights – August 2012
- Quarterly Commentary – July 2012
- Quarterly Market Review Q2 2012 – July 2012
- Pushing the Wrong (Investment) Buttons – June 2012
- Ten Things You Should Know About Using a Corporate Trustee – March 2012
- European (Dis)Union – February 2012
- Solid Gold Wealth Protection – January 2012
- I’m Melting, I’m Melting – September 2011
- Riding the Financial Roller Coaster – August 2011
- “Carmageddon” in Los Angeles and the U.S. Debt Crisis – July 2011
- The Case Against Multiple Investment Advisers – July 2011
- Stormy Weather – March 2011
- Playing or Investing – November 2010
- Taking Stock in the Market – August 2010
- The Case For Passive Portfolio Management – July 2010
- Asset Location – July 2010
- A Dickens of a Problem – June 2010
- Vince Lombardi and the Seven Investment Fundamentals Part III – April 2010
- The Not-So-Lost Decade – March 2010
- Our Thoughts on Roth IRA Conversions – January 2010
- Our Thoughts on Gold – January 2010
- Vince Lombardi and the Seven Investment Fundamentals Part II – January 2010
- Our Thoughts on Inflation – December 2009
- Lessons Learned from Two Centenarians
- Vince Lombardi and the Seven Investment Fundamentals Part I – September 2009
- Madison Avenue Investing vs. Evidence-Based Investing
- A Famous Fall From Grace
- Commentary on Current Market Conditions
- Strategies for Maximizing the Value of Social Security Benefits
- Lessons Learned From Withdrawal Rate Research
- Proper Use of the Four Percent Withdrawal Rate Guideline
- Ten Things All Successful Investors Should Know
- The Flip Side II: The Three-Six Solution
- The Flip Side of Spending Too Much
- Survivor Bias Study
- The Three Account System – Translating Financial Planning Theory Into Reality
- Hidden Mutual Fund Fees: What You Don’t Know Hurts Your Bottom Line
- America’s Top Wealth Manager List
- The Five Biggest Mistakes
- Consumer Fraud Protection
- To Wade or Plunge?
- The Risk of a Non-Diversified Portfolio
- Real Estate Investing In 2005: Local Financial Advisor Outlines Key Errors To Avoid, How To Do It Right
- Medical Economics: The best financial advisors for doctors
- ZAG Mutual Fund Study
- Treasury Inflation Protection Securities (TIPS)
- Another Terrorist Attack
- Is Your Money Safe At Schwab?
- Are Alligators More Dangerous When You Can See Them Or When You Can’t?
- Escape From The Success Paradox (Part II)
- The Success Paradox (Part I)
- What To Do If You Lose Your Purse Or Wallet
- Mutual Funds Versus Separate Accounts
- Have an Appropriate Allocation to Equities
- Stay Fully Invested
- Keep Costs Down
- Use Only Short Term Bonds
- Include Small Cap Stocks
- Include Value Stocks
- Have Broad Diversification
- The Cost Of Complexity
- Time Trap
- DFA U.S. 9-10 Small Company
- The Hidden Technology Play
- Two Ways To Calculate The Rate of Return
- How To Make A Quadrillion Dollars
- Start Early
- Who Wants To Be A Millionaire?
- Does Small Cap Investing Still Make Sense?
- Employee Welfare Benefit Plans
- If You Had A Crystal Ball
- Place Your Bets: The Existence of God and Smart Investing
- Time, Not Timing…..