Monthly Archive for: "June, 2015"

Many investors have heard the advice, buy an index fund and be done with it.  This amounts to one decision investing. The question, however, is which index.  Should international ones [...]

The U.S. Stock market is close to breaking out of its trading range.  We have said for some time that when the break-out came, it would be powerful.  We just couldn’t be sure [...]

And you’re the only lunch around; that’s what investing has recently felt like.  The day to day chop, experienced up close, is very wearing.  That’s why professional [...]

We recently ranked accounts that we manage by size.  This gives us perspective as to the distribution of assets in our firm. What stood out was how much wealth we have helped create.  [...]