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?

Photo by jurvetson

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: 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 […]

December 2014

Happy Holidays! Investment Options in Emerging Market Stocks.

Investment Options: Emerging Market Stocks

Driven by growth in countries like China and Brazil over the last few decades, Emerging Market (EM) stocks have grown from representing less than 1% to now over 10% of […]