We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Energy Funds Slip Slightly in 2Q 2013
Energy is one important components of the category of Resource Stocks.
The Cost Matters Hypothesis Wins Again
Chasing historical returns or a so called star manager is a poor investment strategy.
Some European Markets Did Better Than Global Averages During Q2 2013
In a reversal from past trends, some European markets did better than global averages.
Emerging Markets Down During Second Quarter 2013
Those investments which go up the most when markets are rising often go down the most when markets are falling.
Do We Need a U.S. Palace of Versailles? The Sycophants of American Politics
Money is not the source of the corruption in Congress.
Global Markets Drop During Q2 2013
It is prudent not to have your assets all subject to a single country’s economic failure or success.
Foreign Bonds Drop As Dollar Strengthens And Interest Rates Rise
Just because the dollar strengthens for a quarter does not mean you should abandon this strategy.
US Bonds Drop Value in 2013 Q2 As Interest Rates Rise
Many investors don’t understand why a bond, which pays a fixed rate of interest and then at the end of the term pays a fixed amount of principle would have its price fluctuate.
What Charles Dickens Can Teach Us About Personal Finance
My article, What Charles Dickens Can Teach Us About Personal Finance was recently featured on Yahoo Finance. Another title I considered for this article was The Micawber Principle: The Cornerstone of Financial Security.
The Complete Guide to Your Washing Machine
The complete guide to saving money while washing your clothes. What temperature should the water be? What cycle should I use? What detergent should I use?
The Right to Privacy of Correspondence Is Inviolate
We need to protect more of our natural rights by enumerating them.
How Do I Open an Investment Account? -Things You Can Do Tomorrow
Sometimes what stops someone from following advice is just not knowing where to begin or how easy it is. Many personal financial advisors have minimums, so where do you start if you only have a small amount of money to invest?
Dystopian Reading List
Here are some other dystopian classics for your reading displeasure
What is the Best Type of S&P 500 Index?
Rather than deciding between active or passive investing, the debate now rages about what type of index fund is best.
Your Data Betrays You
Thanks to the public record, pieces of otherwise random information can be used to precisely identify an individual. Find out what some of the most common data leaks are in your life.