Client Articles

The Three Factors of Fear

Posted in Client Articles
Friday, September 3. 2010
Suddenly, in the past few weeks, the markets have looked a lot scarier to a lot of nonprofessional investors. Why? The answer probably has something to do with human psychology. [Read more »] 

Boringly Powerful

Posted in Client Articles
Wednesday, August 25. 2010
The keys to financial success may not be as complicated as we think they are. [Read more »] 

Overwork and Underspend

Posted in Client Articles
Wednesday, August 25. 2010
Is it possible that Americans are TOO productive and thrifty? [Read more »] 

Chronicle of the Quarter

Posted in Client Articles
Thursday, July 1. 2010
A day-by-day view of what an investor would have seen during the second quarter of 2010. [Read more »] 

Market Report: 2nd Quarter 2010

Posted in Client Articles
Thursday, July 1. 2010
A summary of the domestic and international index returns for the past three months. [Read more »] 

The Hidden Source of Returns

Posted in Client Articles
Tuesday, June 15. 2010
How to look beyond daily returns--to the dynamo that actually powers portfolio returns. [Read more »] 

Your Other Portfolio

Posted in Client Articles
Monday, June 14. 2010
We know about your stocks, bonds and cash. But what about your other significant, return-generating assets? [Read more »] 

Smoothing the Ride

Posted in Client Articles
Sunday, May 16. 2010
Is diversification dead? Or are we looking in the wrong places? [Read more »] 

Volcanic Vacation

Posted in Client Articles
Saturday, May 15. 2010
The Icelandic volcano has a big brother that is long overdue for its own eruption.
[Read more »] 

Thrifty (and Better) Fun

Posted in Client Articles
Friday, May 14. 2010
Here's one of the silver linings in the market meltdown cloud. [Read more »] 

Making Sense out of Chaos

Posted in Client Articles
Monday, May 10. 2010
Randy Brunson, of Centurion Advisory Group, gave me permission to send this out to the advisory community. It's his personal take on the events of last week, which you can modify and send out as you wish. [Read more »] 

Greek Tragedy

Posted in Client Articles
Sunday, May 9. 2010
What, exactly, does the Greek debt crisis have to do with the U.S. markets? [Read more »] 

Portfolio Magic

Posted in Client Articles
Wednesday, April 28. 2010
Here's a great idea: let's add something risky to your investment portfolio. [Read more »] 

Health Care Reform--Planning Tips

Posted in Client Articles
Sunday, April 25. 2010
We don't recommend that you read the health care reform bill unless you have a serious case of insomnia. [Read more »] 

The Uptrend Continues

Posted in Client Articles
Thursday, April 1. 2010
Quarterly Review - 1st Quarter 2010 [Read more »] 
Page 1 of 2, totaling 27 entries
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