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By: JD Gardner

26 JunArgue with Yourself


Do you have convictions in your approach to building and maintaining a portfolio for yourself or your clients? Have you argued…

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14 JunThis is How to Prepare


“Prepare for the worst.  Hope for the best.” Reality is most likely found somewhere between those extremes. How can a quote…

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09 JunETFs over Mutual Funds Article


An article on Marketwatch.com titled Why Financial Advisers prefer ETFs over Mutual funds by Robert Powell was brought to my attention…

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25 MayThe Timing of Decisions


After a couple month hiatus (we will announce the reasons for that soon), we’re back in the saddle here on The…

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10 FebETFs Mechanics and Tax Efficiency


Most people hate taxes – that’s why they should love ETFs.  Here’s what I mean,  “About 50% of all equity mutual…

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