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book Advanced Investing
David Wootton

Maximizing For Retirement…

02.06.2020

Are you familiar with the Backdoor Roth IRA process? Understanding the concept...

book Advanced Investing
Jason Zahorenko

But What About What Is Happening Right Now?

02.06.2020

Political turmoil, both here and abroad, natural disasters, global health crises. Don’t...

book Asset Class
Jeff Troutner

Boy, That Was A Surprise!

01.16.2020

Sitting at our desks in November 2018, we could only marvel at...

book Asset Class
Jeff Troutner

The Gift That Keeps on Giving

12.20.2019

The S&P 500 index has delivered a wonderful gift to investors this...

book Advanced Investing
TJ Troutner

When The Levy Breaks?

11.29.2019

Article reposted with permission from Servo Wealth Management. Eric Nelson is a friend and...

book Asset Class
Jeff Troutner

The Ebbs and Flows of Returns

11.26.2019

To further enhance our perspective on long-term expected returns and the effect...

book Asset Class
Jeff Troutner

What Are We Afraid Of?

10.24.2019

The S&P 500 Index has risen 405% since March 2009 and is...

book Behavior
TJ Troutner

Fear, greed, or ignore?

10.23.2019

We understand well the overall excitement and tendency toward concentration that characterized...

book Behavior
TJ Troutner

A Tale of Two Decades

09.06.2019

Looking at the stock market over the past 20 years, you might...

book Our Industry
Jeff Troutner

Going Pro…

08.27.2019

From growing up in Senegal to playing basketball at the University of...

book Asset Class
Jeff Troutner

An International Pain In The…

06.28.2019

It’s always something!   —Roseanne Rosannadanna For over 38 years, from January...

book Asset Class
Jeff Troutner

Performance Expectations II

04.24.2019

I ended last month’s article on performance expectations by asking the question,...