by saratyler | Apr 10, 2012 | Blog, Featured, Newsletters
As with the famous tortoise in his race with the hare, flashy performance is not always the winning recipe. The same is true for investments. Sometimes not losing can be better than a big win. How do you determine your personal risk tolerance? How can you protect your...
by saratyler | Apr 9, 2012 | Blog, Newsletters
The Tax Man Cometh. If you are planning last minute IRA contributions, be sure to check with the custodian or your advisor regarding the cut off date for receiving deposits. Better yet, do it now. Enjoy your spring! David & Brian Our April Email...
by saratyler | Feb 29, 2012 | Blog
Skilled pool players aren’t thinking about the shot they are shooting. They are focused on the next two or three shots following and how to position the balls on the table so they can maintain an advantage. The same technique can be used in planning for your...
by saratyler | Jan 13, 2012 | Blog, Newsletters
Happy New Year! As we begin our year together, let’s take a minute to realize that although 2011 was not a great year in the markets, for most of us, it was a good year nonetheless. As we have said, since 1926, one of three years produced negative results in...
by saratyler | Dec 22, 2011 | Blog, Newsletters
I did not grow up a Red Sox Fan. Being from Oklahoma, Johnny Bench country, I came to love the Sox only after moving to New England in 1988. My family has now become naturalized citizens of the “Nation”. A critical aspect of the game of baseball is to play...
