Newsletter Archive

Listed below are links to past editions of our Articles. Thank you for your interest and we hope you find these articles of value.


— Jun 3, 2009

Are We In for a Double Dip Recession?

Last month and this, much talk and many articles have surfaced relating to the possibility that the US could face a double-dip…

— May 4, 2009

After A Week on the Road - Is It Time to Buy Industrials?

Have you heard about The Institute for Supply Managements (PMI) Purchasing Managers Index? Do you know what it is?

— Apr 17, 2009

ETF Deathwatch: Is This the Next Shoe to Drop?

Have you heard about the ETF Death Watch? Do you know what it is? Is this the next big bearish shoe to drop?

— Mar 14, 2009

Surviving This Economy by Assuming Less

Are you looking for ways to improve or preserve the quality of life for your family and self? Are you anxious about the state of…

— Jan 14, 2009

Top 2009 Money Idea: Fund Your Retirement Plan!

Are you concerned about preserving wealth? Are you re-evaluating your spending habits? How about your retirement plans? You're…

— Dec 2, 2008

Economic & Market Predictions for 2009

For a better part of this year, many have experienced fear and that fear has manifested great pain. It has been self-fulfilling.

— Nov 14, 2008

2008 Year End Tax Planning

It's that time of year again! You still have a little time to consider planning for that income tax bill that comes due soon…

— Nov 1, 2008

Testing the Small Investor Theory

Not only was October a gut wrenching month in the markets, it was also a very interesting study case for financial theory. The…

— Oct 1, 2008

Depression Fears: It Doesn't Have to Be

The events of this past month present no trivial matter to every man, woman and child living today. September 2008 will go into…

— Sep 7, 2008

Is a Strengthening US Dollar Good or Bad?

August served up a very choppy stock market. And, it now looks hopeful that we are building a bottom in the US equity markets.

— Aug 2, 2008

Headwinds & Tailwinds in the US Economy

In a bear market cycle, like were experiencing now, the emotion of fear is often exacerbated. And, decisions made from a…

— Jul 2, 2008

Oil Paints the Landscape

What do you think about this oil situation? Has this recent spike begun to change your spending habits? How about your view on…

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  • 2012
  • 2011
  • 2010
  • 2009
  • 2008
  • 2007
    • June
      • The Power of Rigorous Thinking
        To what degree do we heed the advice of others and who do we find ourselves listening to? How do we go about choosing our invest…
    • March
      • The Game of Risk
        What kind of investor are you? Do you ponder risk that you’ll be subject to when you decide whether or not to invest?
    • January
  • 2006
    • December
      • Tax Loss Harvesting
        Are you familiar with the concept of tax loss harvesting? Simply put, it is the process of selling securities at a loss to offse…
    • November
      • Why Hedge Funds Fail
        Hedge funds have grown tremendously popular since the late 1980s. While Alfred Jones has been credited with setting up the first…
    • October
      • Is Transparency Important?
        When you invest your money, what guides your decisions? What guides your expectations? How do you assess risk? Is there adequate…
    • September
      • Greed Undermines Wealth
        Have you ever scrambled to chase a hot investment tip and found yourself late to the party? Did this happen to you when the tech…
    • August
      • How Fear Impacts Your Wealth
        Why does the average investor buy high and sell low (the exact opposite of what they should be doing)? What makes them invest wh…
    • July
      • The Fed and It's Powers
        How did your investment portfolio do during the months of May and June? How about into July thus far? Did you see the Fed train …
    • June
      • Investing for Dividends, the GBU
        Is the party over for the equity markets? Is the US consumer going to stop spending altogether? Will they clamor to sell their h…
    • May
      • Investing In China's Growth
        If you’ve been following the dynamics of global trade lately, the statistics suggest that China is leading the world as an expor…
    • April
      • Family Wealth: Managing Time
        Todays life styles have most of us pressed for time. We are constantly on the run, multi-tasking, trying to get more done in a d…
    • March
    • February
      • Managing Asset Allocation
        If you want to build a top-performing mutual-fund portfolio, you should start by hunting for top-performing funds, right? Wrong,…
    • January
      • Preparing To Plan
        Anyone will tell you that estate planning, succession planning and retirement planning are important elements for protecting, gr…
  • 2005
    • December
      • Private Family Foundations
        Is it the winter holiday season, or is it me? Last months newsletter about philanthropy and the use of charitable remainder trus…
    • November
      • Charitable Remainder Trusts
        Giving is, perhaps, the most basic expression of personal and family values. However, not enough people seem to comprehend the v…
    • October
      • Your Most Valuable Family Asset
        If you said your house or your car or your investments, you'd be wrong. Your family's most valuable asset is its members.
    • September
    • August
      • Business Succession Planning
        Sooner or later, everyone wants to retire. But if you own a family business, retirement isn't just a matter of deciding not to g…
    • July
    • June
      • What Is Wealth Management?
        What does it really mean? What does it involve? Are there specialized firms for this? Can I get these services from my accountan…
    • May
      • Personal Budgeting Basics
        Which do you find more fun, spending or saving? If you answered saving, I'd be very surprised! Most people, me included, love to…
    • April
      • Investing Basics, Part II
        In part one of Investing Basics, I opened by discussing: What color is your parachute? Richard Bolles book seemed an appropriate…
    • February
      • Managing Health Care Costs
        According to health care studies conducted by the Cato Institute and National Coalition of Health Care, health care costs have i…
    • January
      • Selling A Business & ESOPs
        Either you built it from the ground up, or maybe you bought it. If your business has been a success, you've probably invested si…
  • 2004
    • December
      • Optimistic Stock Market?
        An Article in this months Investment Advisor magazine reflects the title, Advisors Still Upbeat. Investment Advisor magazine rep…
    • November
      • Why Estate Planning Matters
        For many clients and their planners, the central goal of estate planning has long been to pass as much wealth, net of taxes, to …
    • October
      • Is a House a Good Investment?
        Whether it is a penthouse in New York City, a beach house in Corolla, NC or a farmhouse in central Virginia, owning your own hom…
    • September
      • Rebalancing Investments
        Rebalancing - using new cash or shifting money to bring your investment portfolio's target allocations back in line annually - i…
    • August
      • Making Financial Decisions
        Do you make decisions by weighing the possibilities so as to increase your chances of achieving a desired result? More often tha…
    • July
      • The Housing Market
        Did you know that the percentage of U.S. households that now own, rather than rent, is at an all-time high nearing 70%? This is …
    • June
      • Setting Retirement Goals
        Even if you work long and hard enough to afford the standard vision of a "perfect" retirement, you will almost certainly be bore…
    • May
      • Where Should I Invest?
        Would you tell me please, which way I ought to go from here? That depends a good deal on where you want to get to, said the Che…
    • April
      • Venture Philanthropy
        Most of us learned as children that sharing is a good thing. We didn't know we were practicing philanthropy -- we just knew that…
    • March
      • Investing Basics, Part I
        What color is your parachute? Answer that riddle, and you will have opened the door to understanding your life, your work, and p…
      • College Planning
        Do you feel badly about considering or expecting your kids to pay for at least some of their own college education? But wait a m…
    • January
      • Financial Experts?
        If you were seeking dental care, it isn't very likely that you would call on a cardiologist, or an ophthalmologist, or a pharmac…
      • Estate Planning for Parents
        From late fall through New Years, for many, this is a time to be with and care about family. It can also be a time when emotions…
  • 2003
    • December
      • Year End Tax Tips
        Our Wealth Management business is special because we are not only in the Return on Investment business, but we seek to improve o…
    • November
      • Selecting A Financial Planner
        When you think of financial planning it may be helpful to think about your desire and feelings regarding wealth. From creating i…