The gold standard discussion in the mainstream media over the last year or so has been driven by the extreme measures taken by the Federal Reserve to shore up our banking system during the credit crisis. Brad Delong, an economics professor at U.C. Berkeley has an interesting summary of why the gold standard monetary policy [...]
Investing in gold is on the tip of many investors’ tongues these days. The fact that gold has tripled in value over the last seven years and recently has been hovering at a price of $1,100 an ounce, has certainly helped. This is coupled with the realization that gold has outperformed most of the major [...]
After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half of 2009 left us with a rather robust recovery and the idea that we may be participating in a sustainable economic recovery.
At the beginning of [...]
When selecting mutual funds to use in our client’s accounts we use various quantitative and qualitative factors to evaluate if we believe a fund can add value. Morningstar is the most widely used source of mutual fund data and analysis, so we rely on their data for a significant portion of our research. One thing [...]
Will Holt, CFP®, CPA was recently quoted in the Saturday Evening Post.
Will discussed tax-loss harvesting, an important but often over-looked tax strategy. Click here to read the article, “Taking the Sting Out of Investment Loses” by Russell Wild, MBA.
Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
When researching mutual funds to invest client funds, we evaluate numerous aspects including corporate culture, manager experience and compensation, research philosophy, and expenses. One of our primary concerns is that fund managers have their interests aligned with those of shareholders. In our view we find one of the best measures of this to [...]
Given current economic conditions, is a weak dollar a good or a bad thing? There are strong opinions on this matter from both sides of the issue. Paul Krugman, an economics professor at Princeton and a columnist for The NY Times makes a compelling case for a weakening U.S. dollar being good news.
He writes:
“The truth [...]
The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. So this week Allison and Chad attended the FPA of the Triangle’s 2009 Annual Symposium.
One of the presentations by fellow FPA member, Dennis Stearns, provided some quality economic research that should lend some interesting discussion in [...]
New research has found that men are more likely to take larger risks in their financial decision making than women.
