Grow Wealth

Lessons Learned by a Patient Investor

I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
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Manage Wealth

Many Paths, One Destination: Forging Your Way to Retirement

I want to save for my retirement; what type of plan should I use? A traditional IRA or a Roth IRA—or another vehicle? Saving for retirement is a big s...
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Market Commentary

Quarterly Insights: October 2018

The U.S. stock market continues to soar. As we write, the S&P 500 Index is near all-time highs. For the past six months, returns have been positive. F...
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Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
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Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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Grow Wealth

How to Invest in a Temperamental Market

"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham After an eventful first quarter of ...
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Market Commentary

Quarterly Insights: July 2018

Several of the themes discussed in our previous quarterly review remain relevant. While 2017 produced a very strong, and calm, domestic stock market, ...
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Market Commentary

The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
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Grow Wealth

A Very Short Course in Behavioral Finance

Behavioral finance is the study of traditional finance theories coupled with the study of psychology. Three Nobel Prizes in economics have been awarde...
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Manage Wealth

Call to Action: Let's Talk to Our Kids About Money

Give your children money, and they'll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-da...
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