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.


Could the financial services industry learn from cereal?

Post is currently running a funny television ad for Shredded Wheat that “puts the ‘no’ in ‘innovation’” — mocking competing… Continue reading

May 30, 2009

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
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