Passive Investing: Lower Costs, Lower Risk, Better Returns

Watch this video on YouTube “Buy low and sell high.” That was my simple approach when I was a smart young investment advisor. I poured over a company’s balance sheet, earnings statements, and forecasted returns. Then I bought those companies that were...

Diversification Is a Balanced Investment Diet

Watch this video on YouTube With displays of Valentine candy in every store, February is the perfect time to talk about chocolate. A creative financial planner might even steal Forrest Gump’s analogy and say, “Diversification is like a box of...

Not a Lost Decade But a Bumpy Ride

Watch this video on YouTube In story after story, the financial press proclaimed the first decade of this century an investment disaster, “a lost decade.” That was true if your investments were primarily in U.S. Stocks. According to a Wall Street Journal report from...