What is Tracking Error Regret?
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
“Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen.
We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. “
A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…
In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…
In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…
Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…
We all know that risk and return go hand-in-hand. As investors, we are encouraged to think about how much risk we can/want to assume and…
Stock prices change as new information becomes available. It’s not surprising that many investors believe that it is crucial to follow financial news carefully and…
Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other…
In the hierarchy of tax-preferenced savings vehicles, the Health Savings Account (HSA) sits at the top. Unlike an IRA or 401K, an HSA offers a…
Todd Schanel, CFA
CPA, CFP®
Principal and Director
of Investment
Advisory Services
Jackie Goldstick,
CFP®
Principal and Director of Financial
Planning Services