Investments are like a bar of soap: the more you handle them, the less you have.

All of us could benefit by examining our inclination to invest with our hearts rather than our heads—especially when it comes to gold. 

Do your feelings always match your returns?

Did you happen to catch the incredible and eye-opening FRONTLINE documentary that recently aired on PBS – “The Retirement Gamble”? This hour-long program presented a no-holds-barred look at the broader financial industry and how, specifically, the behavior of traditional Wall Street brokerage firms and non-fiduciary “financial planners” has contributed to the erosion of retirement savings […]

Please join us as we welcome back our Client Relationship Specialist, Rebekah, who has been out of the office these past few months. Rebekah has been at home with her new baby girl Hannah enjoying motherhood for the second time around. Her whole family has enjoyed welcoming Hannah, who is already three months old, into […]

There’s a lot going on in a passive portfolio. Passive management represents perhaps the most important investment development since the introduction of mutual funds. This patient, disciplined investment philosophy eschews stock picking and market timing in favor of a long-term, buy-hold-rebalance strategy. Academic research has shown that a passively invested portfolio will outperform a prediction-based, […]

There are two ways of learning: You can be taught how to do something correctly, or you can be shown the consequences of doing it wrong. In the world of investment, it’s a lot cheaper to learn from others’ mistakes. A recent edition of a television current affairs program detailed how elderly Australians, many of […]

The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and friends can help us get focused on where we’re at right now and where we want to be in a year. We have the time to ask questions and make sure things like our […]

The post-election drop in the market was a big one. Carl Richards explains why the election results don’t mean it is time to sell after the fact.  

Bad news sells. It sells because fear is a more powerful emotion than greed. Newspaper editors know that, which is why the front pages are often so depressing. But sometimes you need to dig inside the paper for a more balanced view… Click here to read more.

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