Clik here to view.
Staying in the Stream – the Key to Fishing (and Investment) Success
Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of...
View ArticleResearch Confirms That Active Management Disappoints Investors
The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in...
View ArticleClik here to view.
Market Volatility and Investment Challenges
When is it easy to earn market returns? This is a trick question, because the answer is, “Never.” This is in part because volatility – the up and down movement stock markets experience – is more often...
View ArticleClik here to view.
Rainy-weather Investing: A Lesson From a Fishing Adventure
The weather promised to be unpleasant: cold winds with occasional rain. Such conditions are bad news for just about every activity you might want to do during a Yellowstone Park adventure … with the...
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My Daughter’s Surprise 18th Birthday Present: Not what she expected, but it...
Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA,...
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Planning Concerns of Divorcing Couples – Part 2
10 “Must Know” Areas of Potential Financial Contention Please see Part 1 here: Planning Concerns for Divorcing Couples – Part 1 Child Custody, Child Support, and Alimony When parents separate and...
View ArticleClik here to view.
How We Select Investments
When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of...
View ArticleClik here to view.
Why Does Active Investing Flourish?
Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial...
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Oldies But Goodies
We dusted off two of our most popular blogs in honor of spring cleaning and tax season. Key Takeaways Having a system you trust to find all of your key records, quickly and easily is just as important...
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Getting Rich Slowly – A Lesson for the Younger Generation
As the newest member of the Independence Advisors team, I’d like to introduce myself. I’ve been with the firm for a few weeks now, after spending 5 ½ years at PricewaterhouseCoopers in both...
View ArticleClik here to view.
Staying in the Stream – the Key to Fishing (and Investment) Success
Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of...
View ArticleResearch Confirms That Active Management Disappoints Investors
The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in...
View ArticleClik here to view.
Market Volatility and Investment Challenges
When is it easy to earn market returns? This is a trick question, because the answer is, “Never.” This is in part because volatility – the up and down movement stock markets experience – is more often...
View ArticleClik here to view.
Rainy-weather Investing: A Lesson From a Fishing Adventure
The weather promised to be unpleasant: cold winds with occasional rain. Such conditions are bad news for just about every activity you might want to do during a Yellowstone Park adventure … with the...
View ArticleClik here to view.
My Daughter’s Surprise 18th Birthday Present: Not what she expected, but it...
Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA,...
View ArticleClik here to view.
Planning Concerns of Divorcing Couples – Part 2
10 “Must Know” Areas of Potential Financial Contention Please see Part 1 here: Planning Concerns for Divorcing Couples – Part 1 Child Custody, Child Support, and Alimony When parents separate and...
View ArticleClik here to view.
How We Select Investments
When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of...
View Article