Active & Passive Investing Explained
Investors should have a defined methodology to portfolio management. There are 4 broad steps each investor should undertake: Decide how...
What's An Index Fund?
A month ago I was visiting with some clients and I had an important realization. I asked them what they knew about the investments I...
Is It Safe To Ignore The Noise About Rising Interest Rates?
Yes, I'm still updating this blog. I try to post something relevant each week, but every once in a while I give myself a break. I'm sure...
The Extra Tax Bill Mutual Fund Investors Will Pay This April
As if taxes weren't already painful enough, most investors will pay even more on their 2014 tax return. The money siphoning culprit to be...
3 Investment Lessons From The Super Bowl
Around the office this morning many of the conversations revolved around Seahawks offensive coordinator Darrell Bevell’s questionable...
Thinking About Ultra Short Duration Bond Funds For Safety? Go To The Bank Instead.
Occasionally I’m asked what investments to consider for a short time frame. My answer is always the same: NONE! If you’re saving for...
How To Handle Investment Volatility In Your Portfolio
I’ve been in the financial services industry for two and a half full market cycles, and I’ve learned something about investor behavior...
How To Simplify Your Portfolio
In my year end newsletter to clients I talked about simplifying the financial planning process as well as reducing the number of...
