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3 Things You Should Know About… GIVING THE GIFT OF EDUCATION (part 1)
Taking the Fear out of Finance with Laura Redfern, CFP®: On the first day of Christmas, my grandma gave to me… a contribution to a 529 college savings plan! OK, that’s probably not the version that you enjoyed singing as a child, but it could be a great gift idea,...
3 Things You Should Know About… CREDIT CARDS
Taking the Fear out of Finance with Laura Redfern, CFP®: I recently had a client tell me that the best financial advice she had ever received was to NEVER get into credit card debt. Sure, we all know that carrying credit card debt isn’t smart. Or...
Active Management vs Buy and Hope
Benefits of Active Management Active management keeps the math of losing from eating at your portfolio The reason the math of losing is so powerful is that if you begin with $1.00 and lose 50 percent (50 cents) you only have 50 cents left. To earn 50 cents on 50 cents...
Diversification: When More is Less
The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of...
The Fatal Flaw in Most Financial Plans
The following is a letter I wrote to the Certified Financial Planners Board of Standards, the College For Financial Planning, and the Financial Planners Association in late 2002. Its message is as relevant today as it was then. To Whom This May Concern: I believe very...
The Math of Losing
It has been said that the three most important rules of investing are: Don’t lose your money! Don’t lose your money!Don’t lose your money The reason this is so important can be seen in the math of losing: Consider the investor who starts out with $1.00 and loses half...
Don’t Get Railroaded by Wall Street
Stock market investing isn’t always as easy as it seemed in the 1990s. Over 200 years of stock market history shows us that there have been seven generation-long bear markets that averaged 14 years in length, during which times money in the stock market generally lost...
The Edge Provided by Active Management
Whether we realize it or not, studies show that mass marketing has a tremendous impact on us, especially if we are investors. It seems that every week I hear a market expert touting the benefits of long-term passive investing. While returns from passive investing have...