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Monday Morning Motivation – Showing
Are you more interested in getting things done or in showing off?
Socially Responsible Investing: Doing Well While Doing Good
While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.
Quarterly Market Review – First Quarter 2018
While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.
Monday Morning Motivation – Preparation
What sort of preparation in you doing in your life in regards to faith, family, friend, fitness, and finances?
Why Paying Attention to Interest Rates is Pointless for Investors
I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.
Monday Morning Motivation – Breaks
Are you making your own breaks and rejecting the concept of bad breaks?
No More Chasing Returns–Why I am a Global Investor
If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities.