View Our 1st Qtr Newsletter

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.

Benchmarks and Investor Psychology

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 …

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Is Your IQ Overrated?

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 …

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The Annual End of the World

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 …

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Texas: Drawing in the Best Bulls

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 …

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How Much Farther Can It Go?

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 …

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Performance-Based Fee

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 …

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