Blog


Avoiding Madoff

Have you ever watched American Greed or read about some unscrupulous financial services industry professional who has stolen money from clients? We all have, and it’s terrifying to think some chump could steal money from us. Avoiding fraud is just as important, if not more so, than avoiding poor portfolio […]


“Nobody knows nothing.”

“Nobody knows nothing.” ┬áTheses are the words that Vanguard founder, Jack Bogle, heard from a financial services industry veteran when Mr. Bogle first started in the industry. The purveyor of these words told Mr. Bogle that if he remembers this phrase, he’ll do well in financial services. The concept that […]


Presidential Election & Your Portfolio

We thought you might find the above chart interesting. It shows that as long as investors have a long-term horizon, matters not who or what party occupies the White House. The stock market continues to advance when one considers time frames of about 15 years or more. Yes, there are […]


Morningstar Research on Fees

According to Morningstar’s research, “Expense ratios are strong predictors of performance. In every asset class over every time period, the cheapest quintile produced higher total returns than the most expensive quintile.” Therefore, a mutual fund’s expense ratios – the fees, or costs, you pay to own your fund – are […]