facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

We take pride in creating and sharing content relevant to you.

The Illusion Of Diversification Thumbnail

The Illusion Of Diversification

Instinctively investors know they should diversify their portfolio and most do this. Having looked at hundreds, if not thousands, of portfolios, I can tell you that diversification amounts to more than just owning multiple funds. A common mistake that investors make when trying to diversify their IRA or 401k is that they, inadvertently, create a portfolio that has the illusion of diversification...

Read More
Treasuries as an Investment Thumbnail

Treasuries as an Investment

The single most important investment in the global financial system is the U.S. Treasury Security. In my first investing class in college, I remember the professor explaining that our entire investing and financial system is built upon the premise that treasuries are the safest investment and that the U.S. always pays its debts. That statement might sound strange to those who are not a fan of the way we as a country run a deficit or to those who have paid close attention to the budget ceiling fights in recent years. Despite those factors, the premise is true, and that is why treasuries are the single most important investment in the U.S. financial system.

Read More

Client Login  |  Get Our Newsletter

 800-804-0420      Mon-Thus 8am-5pm and Fri 8am-4pm
Click Here //