Blog & Resources
The 4% Safe Withdrawal Rate Misconception
There has been much discussion lately on the reliability of the suggested 4% withdrawal rate. It has long been held that withdrawing 4% from your
The “Safe Dividend Stock” Illusion…
It is very common today to get a client or prospect asking about high dividend paying stocks. It is perhaps even more common for many
Market Peak
The stock market recently surpassed two very meaningful price points. The Dow Jones surpassed 14,000 and the S&P 500 reached 1,500 for the first time since
Predictably Unpredictable
By Eric Burkholder, Portfolio Manager A 2012 review of market outcomes and the “experts” who failed to predict them. “Prediction is very difficult, especially if
Market Returns: A Presidential Prediction
With only a short time left until we select the 45th President of the United States of America many investors are in a state of
2013 IRS Inflation Adjustments
The IRS just announced inflation adjustments for 2013. These rules affect many things such as your retirement plan contributions, gift tax exclusion, and the “kiddie”
What Investment Returns Can $200 Billion Buy?
The last siren call of investment managers is an appeal to your ego. This is how it goes: “Yes, we know most managers fail miserably
The Mark Cuban Effect
Mark Cuban recently was quoted in a Bloomberg article reaffirming his dislike for the stock market. He restated his view that most people should keep