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.

Investment Options: US TIPS Bonds

The role of bonds in our clients’ portfolios — especially today with extremely low yields — is that of a shock absorber. It’s no guarantee, but bonds generally react very […]

Value and Momentum: June 2015

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. Since our last update […]

March 2015

Tax Time Reminders. Investment Options in Foreign Real Estate.