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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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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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.

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