401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan. Employees are generally limited to a list of 10 or 12 mutual funds and are unable …
If economic growth is so anemic, why are stocks so robust? This is the number one question I get these days, and for good reason. After all, since mid-2009 the average annual growth of the economy, as measured by growth of …
We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.
Sir John Templeton, the father of international investing, once said, “Among the four most dangerous words in investing are ‘it’s different this time.’” With the continuation of a lackluster economic recovery and so much congestion in Washington these days, it …
Keld Jenson is a contributor for Forbes online and has written about the other types of intelligence beyond IQ: Emotional Intelligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ …
There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securities markets. Why, then, are there so few genuinely successful investors? In my opinion, the answer is simple – they …
My three-year-old daughter, Dawson, has been learning her ABCs, and for the very first time, on Sunday, she wrote her name. My wife and I were so proud. We awed over her, as parents tend to do, because we wanted …
Growing up on the east coast, your perception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on moving here, I could see wild visions floating through …
We had a blast at the Client Appreciation Event on March 28th 2013 at Arcodoro. Thanks to all of those who were able to attend, it was great to see you!
As you know, in 2011 we reduced our liquid Money Market Fund (Cash) positions from 5% to 2% in most of our portfolios. We then allocated the 3% balance to the Ridgeworth U.S. Government Ultra-Short Bond Fund (SIGVX). We are …
As I write, the Dow Jones Industrial Average has closed at over 14,397, a 120% increase since its bottom of 6,547 at the market’s nadir exactly four years ago on March 9, 2009. Countless articles are being written on the …
Our clients are given options when it comes to paying us for the management of their portfolio. The asset-based fee, the most commonly used arrangement, is simply based on a percentage of the total portfolio value. The performance-based fee is …
Chart of the Month | Stocks vs. Bonds: More Choices for Investors as Bond Yields Rise