historical performance

The Value Of An Advisor

As a company, we avoid actively managed funds in favor of passive investing. We also discourage clients from chasing returns, timing the market and other “active” strategies. We feel that these strategies are more akin to gambling than investing. Yet,… Continue Reading →

Set the Cruise Control on Your Investments

Watching the stock market can be exciting some days, especially if you have your life’s savings wrapped up in investment accounts. But it turns out that watching the market’s rises and falls can be detrimental to your portfolio’s return. News… Continue Reading →

How to Handle a Bear Market

A client recently expressed concerns about a coming decline in the value of stocks. She’s right to be concerned – we are entering the seventh year of rising market values. Since March 2009, the S&P 500 index is up 200 percent. This… Continue Reading →

Investing in Gold

“These are troubled times and gold has always been the ultimate hedge against economic volatility and crisis.” Gold has stood the test of time as a reliable store of wealth, especially in unstable times.” The above quotes are from two… Continue Reading →

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