A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets. What is surprising is that there are still some investors who would rather go it...

The US Mutual Fund Landscape

by Nicole Treadwell on

One of our mutual fund partners, Dimensional Fund Advisors has completed their annual study of the US mutual funds available to investors. Their findings are shared below in the video. DFA suggests that when selecting a mutual fund, one must look beyond past performance and instead look to the fund...

What are your Portfolio Performance Expectations?

by Nicole Treadwell on

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t...

The Importance of an Investment Philosophy

by Nicole Treadwell on

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more...

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at...

The Importance of a Named Beneficiary

by Nicole Treadwell on

Many people do not realize the importance of having a beneficiary listed on their retirement account or investment account. It is extremely important to review your current account beneficiaries and make sure they are consistent with your current estate plans. Whether or not you have a named...

Investors Beware: The Media Noise can be Deafening

by Nicole Treadwell on

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same...

Life Insurance Advantages

by Nicole Treadwell on

The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all, there is a lot not to like in the whole process of buying life insurance. With hundreds of products from which to choose, it can be confusing. Insurance contracts can be complex...