Investing 101
“Ever Green” investment research and advice.
Beyond Index Funds: The Power of Individual Stock Investing
With the increased popularity of index funds and ETF’s, does it still make sense to invest in individual stocks? Funds have certainly made it easier to invest in the stock market. For instance, they are a great way to systematically invest 401K contributions with each...
Passive or Active: The Roadmap to Investment Success Revealed
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of 'active' investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many years of...
Uncommon Cents: Proactive Investing in Inflationary Times
IT’S BACK…..! He sat down on the edge of his chair. His voice quavered and eyes moistened as he began talking. “Mister Turner, I thought I had it all planned out so very well. Even though I took an early retirement, I figured I had more than enough money to provide...
Meeting Warren Buffett …’s Barber
My reflections from the 2019 Berkshire Hathaway Annual Meeting You would think that helping our client families with their financial plans and investment management would be enough to satisfy my investing obsession: wrong! As my wife (Genna) can fully attest, I am a...