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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.


Purchasing a foreclosure property? Consider the impact of possible liens.

The Washington Post has an excellent answer to a reader question in its “Real Estate Matters” section.  The reader is… Continue reading

November 2, 2009

IRS launches new tax squad to study the wealthy

Smart Money reports that the IRS has created a new team of investigators to examine the financial strategies of wealthy… Continue reading

October 28, 2009

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

Seven reasons to feel optimistic about the economy

Smart Money magazine (www.smartmoney.com) recently published its “7 Pieces of Good News About the Economy” — to read the entire… Continue reading

October 4, 2009

Basic introduction to IRA investing

If you’ve never invested in an IRA before — or, if you would like to send a gentle introduction to… Continue reading

September 25, 2009

Good old-fashioned finance

Baseline Scenario has some interesting discussions going that hover around the subject “what is finance — and what should it… Continue reading

September 10, 2009
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