Broker Check

Original Whitepapers

Calm & Steady Common Sense

In this series, we discuss some of the topics that many investors are concerned about and give some common sense explanations that may lower your anxiety as you work towards your financial goals.

Is There Hope In A Bear Market?

Lessons Learned From The Financial Crisis of 2007-2008

Perhaps The Best Sleep Comes From What Is Keeping You Awake

The Days You Might Be Missing Could Hurt Your Investment Results

The Emotional Investor

Experience is one of the best teachers. In this series, we discuss some of the most emotionally-charged times in our Nation's history and look at the how's and why's of market movements, both down and up.

The Terrorist Attacks on September 11, 2001

Operation Desert Storm

The Summer of 2011

The Stock Market Crash of 1987

The Informed Investor

For those who would prefer a more technical (read: MATH!) explanation of what happens in bear markets and their subsequent recoveries, this series takes a more analytical approach to lay out the data of what happens. Don't worry -- it's explained in a way that doesn't require a Ph.D. in calculus to understand it.

A Bear Market Twist

Low Correlation- The Best Defense Against the Bear

Understanding the Difference Between Price Return & Total Return

Understanding a Bear Market

Understanding Dollar Cost Averaging

Questions about how this applies to you? Ask away!

Thank you!