Monthly Archives: April 2012

Why We Do What We Do

When we do our job the way it should be done, there is no conflict, no friction, between us and our clients. We are of one accord. The more good be spread, the more value we create. We believe passionately … Continue reading

The Three Outcomes

Our electronic newsletter, STAT, discusses investment return vs. investor return, Click here.

It’s not Math, it’s Mental

Huge quantities of data are produced each day reflecting the outcome of various stocks,funds and ETF’s. Many investors chase this data in the usually futile hope that they can out-guess the market. While this is difficult enough in the first … Continue reading

The Real Benefit of Financial Planning

Our electronic newsletter, STAT, discusses how the right type of financial planning can help you avoid costly mistakes, Click here.