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. Looking for an older article? See our Article Archive.
Individuals who suffer from hypochondria have an excessive preoccupation with their physical health, which manifests itself into an unrealistic fear of having a serious disease. As they focus on and worry about physical sensations, a cycle of symptoms and worry...
It’s interesting that Warren Buffett, the fourth wealthiest person in the world (according to Forbes) and one of our most successful investors, offers some sage investment advice to his adoring public that is largely ignored. His simple message to investors is to avoid trying to beat the market.
With seven shareholders, nine advisers, and over 150 years of collective experience, we have been working diligently on our business continuity plan to be around to serve our clients for generations.
A common expression in life is, "There's no such thing as a free lunch." In other words, it’s virtually impossible to get something for nothing. However, in our approach to investing, there are a few “free lunches” that we’re able to exploit and feed to our clients.
1941 is best known as the year that Japan bombed Pearl Harbor and the U.S. entered into WWII, but it is also the last time that interest rates were as low as they were at the end of 2012.
Many investors will buy mutual funds for the common stock portion of their portfolio but prefer individual bonds for the fixed income portion.
Does your will or trust include the use of a Corporate Trustee? Read through this list and confirm or reconsider the reason, the value and the importance of including a Corporate Trustee in your estate plan.
The wicked witch in The Wizard of Oz screeched this infamous line at the climax of the movie, and we were all relieved as she evaporated, leaving behind nothing but her black hat. But unlike film viewers, many gold investors won’t be rejoicing when this precious metal starts to melt down.
An oft-quoted maxim is, “Don’t put all your eggs in one basket.” While this is generally prudent advice and supports investment diversification, some investors believe it’s wise to have more than one investment consultant.
Three situations collectively offer a strong chance of a long-term benefit from converting to a Roth IRA.