Select Page
Active vs. Passive

Active vs. Passive

The Rising Importance of Active Stock Selection Over the last 15 to 20 years, we have seen the rise of low cost, passive index investing. While this low-cost approach to investing has made it easier to invest and maintain long term investment discipline for the...
Ignore The Media

Ignore The Media

“Believe it or not, things in America are better than you think. In a way, America is the equivalent of a fundamentally healthy plant under attack from hard-left aphids. If we can rid ourselves of that parasite, we will be fine.” Read the whole thing: ...
From The Worst To The Best

From The Worst To The Best

Great stuff from Ben Carlson of awealthofcommonsense.com:  The first quarter of 2020 saw the S&P 500 fall 19.6%. The second quarter of 2020 saw the S&P 500 rise 20.5%. Add this up and on a total return basis the U.S. stock market was down just 2.7% through the...
A Hedge Against Uncertainty

A Hedge Against Uncertainty

Love em or hate em, Annuities can fill a big void in any retirement plan.   Key bit:  The right fixed annuity never runs out. It can provide peace of mind as you near retirement and no longer receive a regular paycheck. Investing a portion of your savings in a fixed...
Market & Portfolio Review

Market & Portfolio Review

Acting with Conviction During an Era of Hesitation As the first half of 2020 comes to a close our Tactical Opportunity Strategy has gained just over 39% while the S&P 500 Index remains in the red to the tune of 4%.  Our outperformance so far in 2020 is 43%.  Since...