Can I Limit the Mail I Get?
Mail piling up? This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies. Would…
How We See It
Middle East Turmoil and Your Portfolio
An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy. In other words, successful long term investing involves turning…
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…
Be Careful About Hidden Gems
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts…
Darkness Before Dawn?
We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession. During times like these, confidence of the average investor is…
Bill Ramsay invited to TBJ Investing Roundtable
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
You, Too, Can Balance the Federal Budget
Be Your Own Congressman Want to have a little mindless fun? Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this…
The Information Risk Premium: Danger and Opportunity
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has…
The Influence of Politics on Your Portfolio
Separate Politics and Investing When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s…
Avoiding Scams
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.