Blog

Once again, we are reminded to follow time tested truths of proper diversification, no matter what the analysts say, and how compelling the argument looks to an obvious outcome.  When investing you must always consider the downside, and count the cost of being wrong.  You must always realize that analyst statements are in a vacuum and must be taken in context of your personal situation. This news article, Dealers See Higher … Continue reading

At a time when headlines change by the minute, there always seems to be a ‘crisis du jour’. However, when you silence the noise, some rays of sunshine start to emerge. Continue reading

I have been in numerous meetings lately with 401k plan sponsors where they have referenced their existing advisor as being “independent” and having access to all options. The unfortunate assumption is that the “independent” advisor is currently offering the best solution. I agree that having access to all options is far better than only having access to a limited menu of choices, however, it is only part of the equation. The … Continue reading

As I sat drinking my cup of coffee Saturday morning I was intrigued by a front page article in the Oregonian titled “Economy draining safety net programs”. I know it takes a unique kind of person to get excited about reading an article projecting the collapse of our two most important social programs, but hopefully that’s what you’ve come to expect from a CPA. Even though I found the article … Continue reading

This is a note from Human Investing partner and co-founder, Peter Fisher. He penned this letter for his kids; it’s about investing and life. Continue reading