Select Page
Active vs. Passive

Active vs. Passive

by | Jul 6, 2020 | Commentary

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

by | Jul 4, 2020 | Commentary

“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

by | Jul 3, 2020 | Commentary, Market Update

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

by | Jul 2, 2020 | Commentary

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

by | Jul 1, 2020 | Commentary, Market Update

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...