Finally – July 2012 has arrived!  Employees all over America will get the sobering news that there really are fees being siphoned out of their 401(k) accounts and the amounts, … Read more →

A new client recently looked at one of our recommended portfolios and was concerned. He wrote: “I understand the idea of spread the assets as broadly as possible to play the … Read more →

Successful portfolio management is a dance between risk, return, and cost. Risk and return make great dance partners while cost is the obnoxious drunk who tries to butt in. Investing … Read more →

Buying gold is now accessible for all, but the sage of Omaha has spoken. Warren Buffett says gold is not an investment — it’s a speculation and does not belong … Read more →

When it comes to investing, it’s hard to know who to follow these days. Since September of 2009 the Vanguard Total U.S. Stock Fund index (VTSMX), is up 33.4%. The … Read more →

So you have discovered the merits of dumping your high-priced money manger and his ineffective mutual funds in favor of low-cost index funds allocated across stocks, bonds, and cash. You … Read more →

Like a volcano, markets go through phases: they do very little and then suddenly they spit fiery lava. With new problems being introduced each day, be it Greek debt or … Read more →

Whether it’s the ancient Greeks quipping about moderation in all things or a mom telling her kids to eat their vegetables and not just Otter Pops, diversification in life is … Read more →

Some people think investing is all about picking the right stocks to “beat the market.” Peter Lynch and Warren Buffett are fabled stock pickers. Wall Street would certainly have you … Read more →

Inflation is a sneaky pickpocket that slinks into your wallet in the form of higher prices on food, gas and other necessities, quietly robbing you of wealth. It’s the invisible … Read more →