Thoughtful, evidence-based investing.

It’s time. Let’s set up your daughter’s college fund.

Restricted stock is a big part of your portfolio. Are you managing it effectively?

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Let’s put a little more emphasis on research, data, and statistics.

You and your husband have 2 brokerage accounts, 3 IRAs, and multiple 401k’s, and not all with the same company. Let’s get organized.

Selling your business? Let’s make the most of your windfall by investing strategically.

Value and Momentum: July 2014

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

June 2014

College Savings Reminders. The Difficult Path to Investment Success.

The Difficult Path to Investment Success

“[To be a superior investor,] this is the bottom line: not whether you dare to be different or to be wrong, but whether you dare to look wrong.” – Howard […]