New Article and Video 

We have posted a new article and video, "Ric Edelman Reveals Big Retirement Mistake". Below is a direct link to the article and video:


Article Link: "Ric Edelman Reveals Big Retirement Mistake"


You can also find the article under the Resources tab in "Articles and Videos".

New Article

We have posted a new article, "If You Missed The Rally, Then You Just Made The Most Classic Mistake In Investing". Below is a direct link to the article:

Article Link: "If You Missed The Rally, Then You Just Made The Most Classic Mistake In Investing"

You can also find the article under the Resources tab in "Articles and Videos".

New Articles

A piece from the Wall Street Journal we thought would be a good reminder regarding behavior and its unintended results as the media continues to talk about market tops, and the ever present call for market declines.  We are constantly stressing, and trying to inform and remind clients that markets are very difficult, if not consistently improbable, to time in general - even more so on both sides of the equation (top and bottom).  This article discusses that fact and some results of trying to do so, when it is clear by the data over the past 15 years that a globally diversified, disciplined and rebalanced portfolio over the long term does pay off.  

Article Link: "Calling a Stock-Market Top is Only Half the Battle"

Another piece from the WSJ that emphasizes some good points to always keep in mind for long term investors.  Enjoy!

Article Link: "Keeping Your Portfolio On Track for the Long Term"

You can also find these articles under the Resources tab in "Articles and Videos".

New Article and Video

We have a new article and video to share with you. Both of these pieces do a nice job of reiterating points that some may be familiar with (or recently introduced to) regarding our investment strategy, in addition to discussing the research/information we use to validate our approach on an ongoing basis. The article, in particular, assists in articulating the distinction between passive indexing and asset class investing. While we believe both are superior to the active approach, we do subscribe to the additional value added by the flexibility, patient trading, lower costs and true diversification asset class investing provides. There is always so much more we could discuss.

In full disclosure, the video was produced by a passive management firm that uses DFA (Dimensional Fund Advisors) funds; however, we believe the biases are at a relative minimum, and the facts speak for themselves. You be the judge. Enjoy! It is 54 minutes, broken up in 8 chapters.

Video Link: Passive Investing: The Evidence
Article Link: Forbes Article: "Getting Over Investing With A Better Way"

We have also posted the article and video under the Resources tab in "Articles and Videos".