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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment.We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


The differences in Dow and S&P 500 results can be large — and confusing. Marketwatch explains why.

They both track the same stock market, but sometimes you wouldn’t know it. The S&P 500 and the Dow Jones… Continue reading

October 13, 2009

The Economist: One year post-crisis, what has changed?

Wall Street and the British financial system both survived the threat of meltdown a year ago, thanks to government intervention… Continue reading

October 9, 2009

New retirement investing program!

We unveiled a new investment program just for self-directed retirement accounts at the PENSCO event last month. Now we’ve announced… Continue reading

October 8, 2009

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