• November 14, 2014
• Capital Gains

It’s the most wonderful time of the year…unless you’re a mutual fund owner. In fact, December is the notorious time for...

• November 10, 2014
• Fiduciary Duty

We learned everything we needed to know in kindergarten, right? Play fair, share, say please, thank you and sorry.  What else...

• November 3, 2014
• Fee Only

So you’ve figured it out:  You NEED a financial advisor.  But you’ve taken it one very big step further:  You’ve decided...

• October 30, 2014
• Fee Only

Let’s face it: Halloween for investors knocking on Financial Advisors’ doors only spells “treat” if there’s a Fee-Only advisor on the...

• October 27, 2014
• RetirementVariable Annuities

The most complex of investment products on the market are variable annuity funds.  And with complexity comes opportunity…to the annuity seller. ...

• October 17, 2014
• Market Correction

When you consider the anatomy of a market correction, as defined as a decline of 10% or more, what truly contributes...

• October 16, 2014
• Buy and Hold is DEAD

The worse advice you could ever get about the ultimate buy and hold strategy? Use this strategy 100% of the time....

• October 15, 2014
• Market Timing

I’ve been sharing with clients that this type of market separates the “men from the boys.” Not so “PC” I suppose,...

• October 14, 2014
• Market Alerts

While these markets are NO FUN, this is where markets separate the “men from the boys.”  Will we take opportunity as...

• October 13, 2014
• Market Timing

Today’s rocky markets make for a market timing ses-pool.  So what better time to offer a brief market timing 101 session,...