Broker Check

Our monthly Factors In Focus newsletter is an essential part of our investment management and advisory services.  It is intended to be an extension of our review and counseling efforts, reinforcing core principles and addressing current events within the context of our investment and planning philosophy.  Clients are encouraged to read each edition closely and contact us with any thoughts or questions as it relates to the content or their personal financial situation.  Topics are often based on requests or derived from actual experiences we have working with clients.  Factors In Focus covers themes we feel are essential to achieving a better investment experience.


2018

MARCH: The Interview You Will Never See On CNBC

FEBRUARY: Never Let a Correction Go To Waste

JANUARY: Stock Prices Are Higher, Now What?


2017

NOVEMBER: Legends of the Fall

OCTOBER: Spend It If You've Got It

SEPTEMBER: And Then There Was None

AUGUST: Market Misdirection

JULY: Where We Stand

JUNE: Which FAMA(A)?

MAY: You've Got Me, Who's Got You?

APRIL: Tax-Efficient Investing

MARCH: Knowing Isn't Doing

FEBRUARY: "The Bet," Berkshire, and Better Value

JANUARY: Predictions or Probabilities?


2016

Fixated On Risk

Indexing Is Not Enough

Managing Market Highs

You Don't Have To Outrun The Bear

Buy Lower, Sell Higher

This Is Your Brain On Investing

Perspective, Recency, and Patience

Are Taxes Taking Your Portfolio's Profits?

The Most Important Lesson From The Last Seven Years

The Best Moves In A Bad Market

Sixteen Years Gone


2015

Sizing Up The Value-Stock Slump

When It Comes To Bonds, Balance Is Key

Where Are The Gains From International Diversification

The Biggest Financial Risk In Retirement

The Simplest Principles Are The Most Profitable

What New Highs Really Mean For Investors

Examining ETFs

The Value Of Sound Investment Advice

Long Term Is The Only Term That Matters