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Click here for the Schwab Article! Schwab Market Perspective 3.30.18.docx READ MORE >>

The Uncertainty Paradox Doubt is not a pleasant condition, but certainty is an absurd one. —Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. READ MORE >>

Doing Well and Doing Good? April 2018 Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. READ MORE >>

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania? Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. READ MORE >>

Lessons for the Next Crisis Over the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank run on Northern Rock or 10 years since the collapse of Lehman Brothers), there will likely be a steady stream of retrospectives on w... READ MORE >>

When Rates Go Up, Do Stocks Go Down? Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.[1] It follows that an investment strategy based upon attempting to exploit these sorts of changes isn’t likely to be a fruitful endeavor. READ MORE >>

Click Here for the Dimensional Funds Article! Dimensional Funds- Sailing with the Tides.pdf READ MORE >>

Diversification with Dimensional; Click Here! Diversification Powerpoint.pdf READ MORE >>

Check out our new brochures! Click HEREPursuing a Better Investment Experience.pptx3.pdf READ MORE >>

Now and Then By Dave Goetsch   Seeing all the recent headlines about the sudden downturn in the stock market has transported me back to February of 2009, when I was close to despair. It’s striking how different I feel now. READ MORE >>

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  • 2018


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