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Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price...

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue. THE CALCULUS OF PLANNING FOR...

The 4 Charts Every Investor Should Know

Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you need to know as a long-term investor don’t require lengthy explanations. They can be as simple as the four charts in this newsletter. Together, these charts illustrate foundational principles of investing such as focusing on the long...

Preparing For Your 2017 Tax Meeting

Let’s face it, getting your taxes done is not something most people look forward to. It can be a frustrating process of gathering tax forms, information, receipts and might seem overwhelming at times. However, getting yourself organized can remove a lot of the stress associated with tax time. Some of our clients might find our tax organizer helpful, while others might download or scan...

A Few Investing Reminders

It’s been an impressive run for stocks over the past year and clients have been rewarded for being patient and sticking with a disciplined, evidence based investment strategy. After seeing significant gains, however, it can be easy to forget that there were bumps along the way and that markets don’t always go up in a straight...