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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.


Experts warn against stocks that can’t be valued and CD returns of 0%. But, where’s the alternative advice?

Not surprisingly, financial journalists are correctly pointing out the weaknesses of typical investments like public stocks, CDs and interest-bearing bank… Continue reading

April 29, 2009

Mr. Anderson Goes to Washington

At a recent networking event, I had the pleasure of hearing PENSCO CEO Tom Anderson share a bit about his… Continue reading

April 16, 2009

Geithner’s Plan Explained — and Reviewed

Treasury Secretary Tim Geithner provided an overview of his thinking and plan in his recent Wall Street Journal column.  The… Continue reading

March 23, 2009

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