top of page
Jul 23, 2021
Embracing Imperfection
The following article is provided by Dimensional Fund Advisors. It discusses alternatives to the ways most advisors gamble with their...
Jul 23, 2021
Where should I invest today?
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio:...
Jul 23, 2021
Is real estate a good investment?
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can...
Jul 23, 2021
What Does a Winning Streak Tell Us?
The following article was written by Weston Wellington of Dimensional Fund Advisors and published on 11/29/2011. It discusses the...
Jul 23, 2021
Dave Ramsey's 12% Investing Target Not Relevant
I like Dave Ramsey. I’ve thought about teaching his courses, yet, there’s something about being a NAPFA advisor that generally means one...
Jul 23, 2021
Is OSU a Buy, Sell or Hold?
My alma matter has been a frequent story in the news lately. The coach has resigned and the top player won’t be coming back. So naturally...
Jul 23, 2021
Performance Anxiety
According to a recent Rasmussen Consumer Index, investors are still down on the economy. While 35% believe the economy is improving, 42%...
Jul 23, 2021
The Many Problems with Absolute Return and Opportunistic Investing
If your advisor invests in funds with names like Absolute Return, Active Opportunity, Opportunistic Preservation, or the like, this...
Jul 23, 2021
All-or-Nothing is Never the Right Move
I have a difficult time forecasting my preference for meals. At times (many times), it’s pizza; other times, it’s something a little...
Jul 23, 2021
In the Media: Diversification defiance: All your eggs in one basket?
Here is an article by Chris Taylor at Reuters about investors who choose not to diversify and gamble heavily with their investments on...
bottom of page