Annualized Returns

Why You Should Own Bonds

When one thinks about portfolio diversification, bonds, in addition to US and International equities should be evaluated. An investor may be tempted to overlook bonds altogether given that investing in equities tends to lead to higher overall returns (see Exhibit…

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Episode 30 – Buying A Car

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their…

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Spring Clean your Finances

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is easy for your finances to become unorganized when life gets…

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Irreducible Uncertainty

Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have to? How do you know if you are financially able…

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Fiduciary

Episode 29 – Why Fiduciary Matters

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you…

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