
What We're Thinking
The following information presents our latest thinking on investments and/or financial planning. Each item may be the result of a recent speech we've given, an article we've written, or some specific thoughts on financial trends and issues. We hope you enjoy them.
Our Thoughts on Roth IRA Conversions (pdf) - January 2010
January 2010 Quarterly Commentary (pdf)
Vince Lombardi and the Seven Investment Fundamentals Part II (pdf) - January 2010
Our Thoughts on Gold (pdf) - January 2010
Our Thoughts on Inflation (pdf) - December 2009
Vince Lombardi and the Seven Investment Fundamentals Part I (pdf) - September 2009
Madison Avenue Investing vs. Evidence-Based Investing (pdf)
Passive vs. Index Investing (pdf)