How Did Your Portfolio Perform?– Understanding Risk and Diversification

In competitive pursuits, there are established and transparent measurement systems to determine not just performance but how performance is achieved. In professional sports, a variety of statistics are used to … Read more

Posted on August 3, 2010 by

Does the Candyman Have You Hooked? — Consider Discharging Your Investment Adviser

For some, The Candy Man is a fun ditty from the 1971 movie “Willie Wonka and The Chocolate Factory.” The phrase, however, has its origins in a much more sinister … Read more

Posted on July 31, 2010 by

Assets Out of Management — Challenging 'Assets Under Management'

A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have … Read more

Posted on July 6, 2010 by

I Believe, But Help Me In My Unbelief — Dealing With Market Volatility

A man having a religious crisis of faith initially spoke the famous words of this blogs subject line. He was acknowledging that with tough decisions, there is a continuum, not … Read more

Posted on July 4, 2010 by

Get Wall Street Out of Your Pocketbook by Removing the Intermediaries

Just when we thought we were through hearing about the Wall Street hooligans and their criminal vices our “untouchable” friends at Goldman Sachs made the news twice. The Wall Street … Read more

Posted on May 10, 2010 by

Retirement Planning Is Essential to Retire Rich

Retirement planning is a subject full of irony: the younger you are when you start investing for it, the more likely it is that you’ll retire with plenty. But when … Read more

Posted on April 30, 2010 by

Tips to Guide Your Investing Strategy

Tips to help guide investors on their investing strategy run the gamut from how-to build a low-cost ETF portfolio, to how-to construct the proper asset allocation with diversification suited to … Read more

Posted on April 19, 2010 by

Avoiding Mutual Funds Fees and Retire Earlier

The more you read, the more you will uncover the ongoing discussion of how mutual funds are being challenged to reveal the true costs of investing in them. As an … Read more

Posted on March 9, 2010 by

Behind Closed Doors – The Untold Story About Diversification

Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo? Think of … Read more

Posted on March 8, 2010 by

Smart Retirement Investing: Using Asset Allocation in Retirement Plans

If you don’t already have your television set to record Jean Chatzky’s Money 911 segment on NBC’s TODAY Show, you might want to as she continues to speak about timely … Read more

Posted on February 28, 2010 by