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)