Index Funds Win Again

May 20, 2009   

Estate Tax – Changes in the Wind?

May 20, 2009   
If it were to pass and become law, recently proposed legislation would eliminate valuation discounts often used to reduce estate taxes on closely-held family entities like family limited partnerships.

Will the Market Volatility Continue into Next Year? Probably Yes.

May 20, 2009   

Based on market history,we must expect the recent high market volatility to continue into 2009, but that doesn't mean that the recent poor returns necessarily will continue.

The Road to Socialism

May 20, 2009   

Lots of people worry that the Obama administration and the Democratic majority in Congress are going to “Europeanize” America, turning it into a Socialist state.  Is this a good reason to sell stocks now?

Is Now the Time to Invest in Gold?

May 20, 2009   

Increasingly I find myself fielding questions about investing in gold. Gold has gone up so much, so fast lately – and it has been about the only thing that has gone up – why not invest in gold?

Stocks for the Long Run?

May 20, 2009   

Is buy-and-hold investing dead? Lately the popular press thinks so. In a recent cover story Newsweek said the stock market was no higher in 1982, that in 1965. Interesting article! Too bad that the article ignores the facts….

The Value of Good Advice

May 20, 2009   
Increasingly, we’ve been receiving calls from investors who historically have invested on their own, but now are thinking that having a relationship with a professional investor could be worth paying for.

The Boom in Gloom

May 20, 2009   

The world is ending, right?  Well, maybe not...

Labor Unions – Sowing the Seeds of Their Own Demise

May 20, 2009   

Labor union membership has fallen from 28% of total employment in 1954, to only 11% today.  Two of the best economic and legal minds today, Professor Gary Becker and Judge Richard Posner, argue that union membership will continue to decline whether or not the Obama administration supports unions.

Is It Different This Time?

May 20, 2009   

Sure, the stock markets have always come back before, but it’s different this time, right?

Click here for a video offering perspective on the unpredictability of the stock market.