Investment Consulting

Given how easy it is to pull the wool over our own eyes, it can pay to seek independent advice from someone who understands your needs and circumstances and who…

It’s hard to dispute the fact that this has been one of the slowest economic recoveries in our country’s history. There has been no shortage of talk about this topic…

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…

Bad news sells. It sells because fear is a more powerful emotion than greed. Newspaper editors know that, which is why the front pages are often so depressing. But sometimes…

Intuitively, we know that taxes reduce returns. The chart below illustrates how much the federal government withheld from one hypothetical investor following a simple long-term investment strategy.

The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it.

Occasionally, we get asked whether someone should buy a specific investment. We also get asked about the market, the economy and specific things like gold, the Facebook initial public offering,…

Australia's champion racehorse Black Caviar is unbeaten over twenty-one races. Think of her as a growth stock with four legs. The high probability of a win means your expected return…

If there were no return, there would be no capitalism. This is not a perfect system by any means. There are questions by some about its efficiency and by others…

When you begin to search for a financial advisor you want to work with a professional that you can trust and that has your best interests at heart; especially since…