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.

March 2015

Tax Time Reminders. Investment Options in Foreign Real Estate.

Investment Options: Foreign Real Estate

When people think about real estate as an investment, most think of buying and renting out a condo or single-family home in their neighborhood. The rental properties that happen to […]

Value and Momentum: January 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. Let’s look at what […]