Never Overpay For An Investment

What’s the “right” amount to pay for an investment? Aren’t investments free or nearly so? You might be surprised to learn that what you pay for your investments can vary … Read more

Posted on August 19, 2015 by
why own an index fund

Why Own An Index Fund?

A fundamental obstacle for many retirement investors is understanding the difference between an investment and an asset class, and how owning an index fund relates. Why own an index fund? Because it … Read more

Posted on October 27, 2014 by

Why Indexing Is Replacing Mutual Funds

In the early days of retail investing, buying stocks was hard. It took specialized knowledge. You had to know a licensed broker who worked at an exchange. Ordinary people just … Read more

Posted on October 10, 2014 by

It’s The First Day Of The Rest Of Your Investing Life

You know the old grade-school joke, I’m sure. “What day is it?” Answer: “The first day of the rest of your life.” Corny, I know, but thought-provoking as well. The … Read more

Posted on June 23, 2014 by
index funds can beat the market

Index Funds Can Beat The Market, Here’s How…

It sounds a little crazy at first blush, but index funds can beat the market if you use them the right way. Not just any single index fund, naturally. As you might … Read more

Posted on November 15, 2013 by

Mutual Fund Fees Too High? Here’s Why

Mutual fund fees too high? Any product has to sell itself on being different, better, and worth paying for. You’d never pay extra to a driver who might — or … Read more

Posted on September 12, 2012 by

Costly Funds Are Today’s Snake Oil

New research reveals that investors believe high-price mutual funds can produce investment miracles. Few mutual fund investors would ever equate themselves with the gullible folks that bought Clark Stanley’s snake … Read more

Posted on June 22, 2012 by

Confessions of a Former Stockaholic

Several years ago, our firm retained Miller McMillian, a copywriter, to help us with our website. Little did we know, he began investing using the methods we’ve been espousing in … Read more

Posted on January 20, 2012 by

How Politics Affect Your Portfolio

The markets shuddered last week when the Bureau of Labor Statistics announced unemployment remained stalled at a dismal 9.1 percent. While this news launched a wave of rhetoric from politicians … Read more

Posted on September 9, 2011 by

Are You Gambling or Investing?

Are you saving money to travel, buy things you want, help the charities and people you love, send kids to college, stop working, or just plain relax? If so, consult … Read more

Posted on September 1, 2011 by