What does the shutdown really mean to the vast majority of Americans? Apparently not much, other than the entertainment factor of watching the political dramas (shame they do not have […]
Archives for 2013
Money Market or Market Returns…Should You Know??
09/05/2013 by
For those in your fifties or sixties, think back to your first job when you entered the work force. I still remember how ecstatic I was when I landed that […]
The Boys of Summer: 2013 Market Returns
07/17/2013 by
The Dow Jones Industrial Average (DJIA) index is up 13.8% half-way through the year. The Standard & Poor 500 (S&P 500) index is up almost as much, at 12.6%, but the markets didn’t rise over […]
Why Not GIPS?
06/10/2013 by
I was just reviewing our 20 year returns recently for all of our portfolios and was pleasantly surprised how well the market has performed in the last 20 years. Despite […]
Looking Out for Mr. Ponzi
04/11/2013 by
This summer Bernie Madoff will be celebrating his 4th anniversary in federal prison, 146 years to go. Madoff masterminded the largest Ponzi Scheme (slang for financial scam) in world history. […]
Don’t You Bet Your Life On It!
02/20/2013 by
This is a famous line, used many times, by the western actor John Wayne. When you think about it, every day we bet our life on decisions we make, from […]
Active Management or Active Hype?
02/12/2013 by
Well, the market must be up, we’re seeing it again. It’s all over the TV, radio, and popular financial press, that you can easily identify the Active Mutual Funds that […]
Boomers: Children & Chaos
02/06/2013 by
The WealthCounsel® and Trusts & Estates® Magazine recently published an Annual Industry Trends Survey. The survey compiled data from roughly 1500 industry professionals primarily made up of Attorneys, CPAs, Financial […]
Your Worst Financial Mistake
01/23/2013 by
Have you ever given thought to what might have been your worst financial mistake? For many, the answer does not become apparent until hindsight arrives. Regrettably, many baby boomers and […]
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