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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 advisory 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.


OCTOBER: Every Which Way But Loose

SEPTEMBER: Twenty Years In The Making

AUGUST: The Very Best of Something

JULY: TIME For a Different Approach?

JUNE: Less But Better

MAY: Words On Wealth

APRIL: Wanted: For Hazardous Journey

MARCH: The Interview You Will Never See On CNBC

FEBRUARY: Never Let a Correction Go To Waste

JANUARY: Stock Prices Are Higher, Now What?


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?


NOVEMBERFixated On Risk

OCTOBER: Indexing Is Not Enough

SEPTEMBER: Managing Market Highs

AUGUST: You Don't Have To Outrun The Bear

JULY: Buy Lower, Sell Higher

JUNE: This Is Your Brain On Investing

MAY: Perspective, Recency, and Patience

APRIL: Are Taxes Taking Your Portfolio's Profits?

MARCH: The Most Important Lesson From The Last Seven Years

FEBRUARY: The Best Moves In A Bad Market

JANUARY: Sixteen Years Gone


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