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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.


Tired of measly yields, but wary of too much risk? Consider a mortgage pool instead of a CD.

Have jangled nerves prompted you to move money from stocks and bonds into Certificates of Deposit (CDs) or Money Market… Continue reading

July 30, 2009

Sterling out in force at Wharf to Wharf

We interrupt our normal flow of financial information and commentary to celebrate Sterling’s participation in this past weekend’s Wharf to… Continue reading

July 28, 2009

WSJ is advocating … taxes? Topsy-turvy bailout world.

The Baseline Scenario has an interesting post about how a recent Wall Street Journal editorial advocates taxing companies that receive… Continue reading

July 19, 2009

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
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