Why Staying the Course is The Best Route

Remember 2008? Some of us kept our eye on the ball and maintained our long-term investment plans. Others panicked and went to cash, thinking that it would protect them from …

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Take a Stand for What You Believe In

Aaron Tippin is a country music artist that rose to fame in the early 1990’s.  I was a teenager when his debut single was released, “You’ve Got To Stand For …

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You Think You Have More Time

One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client.  Comforting a grieving family and helping to guide heirs through …

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Change in Commodities

For the same reason we liquidated our position in TIPS (Treasury Inflation Protected Securities) earlier this year, we’ve made a change in the commodities category.  You might be asking yourself, …

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What Diversification Really Is (And What It’s Not)

Over the years I’ve come to realize that diversification can mean different things to different people.  Most financial advisors preach diversification, but I’m often astonished by the allocation strategies that …

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Small-Cap Value Changes

We’ve made a change in our small-cap value stock category. We’ve replaced the Queens Road Small-Cap Value fund with Diamond Hill Small-Cap Institutional (DHSIX). This fund has been on our …

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Community, the Crow, and Perseverance

Last week, while perusing the Wall Street Journal and catching up on some of the most intense news of recent history, I happened upon a quote by English author John …

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Social Security & the Marshmallow Test

Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification.  Pre-school children were given a single marshmallow and then offered a choice: …

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