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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The Retirement Salary®

The Retirement Salary® is our proprietary retirement income strategy.  It is not an annuity or commission-based product.  It is designed to provide retirees with a steady, predictable income while allowing …

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Quirky IRA Deductibility Rules

Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings.  They are very easy to establish, and the investment options are vast.  As …

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