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Our Articles

Familiarity Breeds Concentration
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Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.

Breaking Spaghetti: A Seven-Year Financial History
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Stress released in one area results in delayed releases in other parts of the economy.

Financial Planning For The Second Half Of Marriage
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Check your retirement, your marriage and your mission.

Portfolio Allocation: Risk-Return Mix
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

The Celtic Tiger: The Greening Of Ireland
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Investing isn’t about finding a four-leaf clover or the pot of gold at the end of the rainbow.

Start Your Own Dynasty Trust
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds
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Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Be Smart When You Rollover Your 401(k)
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Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

Australia: Investing Down Under
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Australia’s five-year annualized return was 24.10% compared to 14.98% for the MSCI EAFE and 6.19% for the S&P 500.

What the Rich Know and the Poor Do Not
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How much should I save this month? What return did I earn last year?

Minimum Wage Helps The Rich
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Even though 77% of Americans disagree with 62% of economists, let me assure you the economists are right.

Minimum Wage Hurts The Poor
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An increase in the minimum wage often means a decrease in the pre-tax benefits that employees value more.

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

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