Investment News & Commentary

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.


Considering a real estate investment? Consider these pitfalls first.

The real estate blog Bigger Pockets has offered a concise list of pitfalls for would-be real estate investors, including buying… Continue reading

July 13, 2009

Power of real diversification: S&P versus The Foundation Fund

Diversification is a powerful tool. It can help protect portfolio value by ensuring that all of your holdings are not… Continue reading

July 6, 2009

A new way to learn about alternative investments (like trust deeds)

Stock market discouragement has many investors evaluating alternatives they’ve never considered before. But, the process can be daunting. How do… Continue reading

July 3, 2009

Who beat Exxon (XOM) 2003-2009? (We think you’ll be impressed.)

Exxon Mobil (XOM), a consistent dividend payer and reliable blue chip, offers a high benchmark for any investment to aim… Continue reading

June 25, 2009

Book Review: Make Your Money Make Money For You

If you’re considering trust deed investing (and of course we hope you are!), you might benefit from this clear, concise… Continue reading

June 22, 2009

CSR: Can we apply the same thinking to CA’s problems?

Corporate social responsibility (CSR) has been the buzz phrase repeated in response to any number of corporate misdeeds over the… Continue reading

June 16, 2009

Could it have happened to you?

If you’ve heard about the New York Times story, you already know the topline: one of the Times’ own economics reporters… Continue reading

June 12, 2009

Thoughts on the Psychology of Investing

Having trouble dumping a hopeless stock?  Keeping money stuffed in a mattress — or 0% CDs — out of fear… Continue reading

June 8, 2009
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