Financial Planning Blog

our investment philosophy

16 DecOur Investment Philosophy – Summer 2011


Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…

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16 DecHome Bias – Autumn 2010


Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…

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16 DecThe Elements and Structure of our Financial Plans – Winter 2010


The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…

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16 DecTo Convert, or Not To Convert: That is the Question – Spring 2010


To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…

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16 DecPlease Welcome Our Newest Advisor: Devin Wolf – Summer 2010


Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…

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16 DecInflation, Zimbabwe Style – Spring 2009


Zimbabwe is the first country in the 21st century to hyper-inflate their currency. The country recently had an annual inflation rate…

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16 DecThe Black Swan – Winter 2009


In the 18th century, it was assumed that all swans were white. No one in the civilized world had ever seen…

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16 DecThe "R" Word – Winter 2008


In recent weeks you may have heard the “R” word bandied about. When discussing the economy, it is a dirty word!…

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16 DecThe Financial Selling Panic of 2008 – Autumn 2008


The cheerleaders for recession were about a year early, but it appears that they finally have their way, partly due to…

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01 JanOur Expert Panel – Autumn 2009


Like most everything else in our practice, our process has evolved over the years. I want to communicate to you a…

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