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Recent Articles

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 …
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 …
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 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 …

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