2013
- The Next 25 Years – An Unwavering Commitment to You – November 2013
- 1941 by – August 2013
- Dispelling Individual Bond Myths – June 2013
- Believing What We Want to Believe – February 2013
2012
- New 401(k) Rules Shed Light on Fees – November 2012
- “Dear” in the Headlights – August 2012
- Pushing the Wrong (Investment) Buttons – June 2012
- Ten Things You Should Know About Using a Corporate Trustee – March 2012
- European (Dis)Union – February 2012
- Solid Gold Wealth Protection – January 2012
2011
- I’m Melting, I’m Melting – September 2011
- Riding the Financial Roller Coaster – August 2011
- “Carmageddon” in Los Angeles and the U.S. Debt Crisis – July 2011
- Stormy Weather – March 2011
2010
- Playing or Investing – November 2010
- Taking Stock in the Market – August 2010
- The Case For Passive Portfolio Management – July 2010
- Asset Location – July 2010
- A Dickens of a Problem – June 2010
- Vince Lombardi and the Seven Investment Fundamentals Part III – April 2010
- The Not-So-Lost Decade – March 2010
- Our Thoughts on Roth IRA Conversions – January 2010
- Our Thoughts on Gold – January 2010
- Vince Lombardi and the Seven Investment Fundamentals Part II – January 2010
2009
- Our Thoughts on Inflation – December 2009
- Lessons Learned from Two Centenarians
- Vince Lombardi and the Seven Investment Fundamentals Part I – September 2009
- Madison Avenue Investing vs. Evidence-Based Investing
- A Famous Fall From Grace
2008
- Commentary on Current Market Conditions
- Strategies for Maximizing the Value of Social Security Benefits
2007
- Lessons Learned From Withdrawal Rate Research
- Proper Use of the Four Percent Withdrawal Rate Guideline
- Ten Things All Successful Investors Should Know
- The Flip Side II: The Three-Six Solution
- The Flip Side of Spending Too Much
2006
- Survivor Bias Study
- The Three Account System – Translating Financial Planning Theory Into Reality
- Hidden Mutual Fund Fees: What You Don’t Know Hurts Your Bottom Line
2005
- America’s Top Wealth Manager List
- The Five Biggest Mistakes
- Consumer Fraud Protection
- Real Estate Investing In 2005: Local Financial Advisor Outlines Key Errors To Avoid, How To Do It Right
2004
- Medical Economics: The best financial advisors for doctors
- ZAG Mutual Fund Study
- Treasury Inflation Protection Securities (TIPS)
- Another Terrorist Attack
- Is Your Money Safe At Schwab?
2003
- The Risk of a Non-Diversified Portfolio
- Are Alligators More Dangerous When You Can See Them Or When You Can’t?
- Start Early
- Who Wants To Be A Millionaire?
2002
2001
2000
- DFA U.S. 9-10 Small Company
- How To Make A Quadrillion Dollars
- If You Had A Crystal Ball
- Place Your Bets: The Existence of God and Smart Investing
- Time, Not Timing…..
1999
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Indices are not available for direct investment; therefore their performance does not reflect the expenses associated with the management of an actual portfolio. Any index returns referenced assume reinvestment of all distributions. This information is for educational purposes only and should not be considered investment advice or an offer of any security for sale.
