Posts by Chad Smith

Burned By Bubbles

“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir…

Should I be Using my Roth 401k?

  You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth…

Stretching For Yield

In today’s economic environment, safety is at a premium but bank account rates remain at historical lows.  This is persuading many investors to look for higher yields with their safe money. …

1940 = 2010?

Over the last few weeks, we’ve had a few clients call us with some understandable concerns regarding current stock market conditions.  They have asked whether it makes sense to sell…

Time For A Financial Alignment

No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not…

Pushing the Pedal

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of…

Losing Money in a Top Performing Fund

In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual…

Should We Be Investing in Gold?

Investing in gold is on the tip of many investors’ tongues these days. The fact that gold has tripled in value over the last seven years and recently has been…
Life After the Lost Decade

Life After the Lost Decade

After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.