Investment Management Archives

Romney, Taxes and You

February 9, 2012 September 13, 2021

I’m risking a few heated email responses by wading into …

Romney, Taxes and You Read More >

Trust the Market, Not the Marketers

January 19, 2012 September 13, 2021

It’s been a tough decade for investors in US stocks. …

Trust the Market, Not the Marketers Read More >

Don’t Get Emotional

December 29, 2011 September 13, 2021

In investing, human emotions can be your own worst enemy. …

Don’t Get Emotional Read More >

Your Financial Stress Test

September 8, 2011 September 13, 2021

The market’s recent extreme swings offered investors a great chance …

Your Financial Stress Test Read More >

The Really Important Financial News

August 9, 2011 September 13, 2021

The media is having a field day with the latest …

The Really Important Financial News Read More >

The One Thing to Know About Taxes and Investing

July 7, 2011 August 29, 2020

Taxes can have a huge impact on investment returns. The …

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What History Teaches an Investor

June 8, 2011 September 13, 2021

I recently began offering Dimensional funds for Old Peak clients. …

What History Teaches an Investor Read More >

It’s All in the Mix

May 12, 2011 September 13, 2021

I’ve previously written that low-cost, passively managed mutual funds out-perform high-fee, …

It’s All in the Mix Read More >

Psst … Hot Investing Tip

April 20, 2011 September 13, 2021

I’ve got a way to increase your retirement savings by …

Psst … Hot Investing Tip Read More >

We Aren’t the World

March 23, 2011 September 13, 2021

I’m not being unpatriotic, but the US is slowly and …

We Aren’t the World Read More >

Old Peak Finance - Infalation Protection

Inflation Protection: Who Needs It?

February 28, 2011 September 13, 2021

All of a sudden there’s a lot of talk about …

Inflation Protection: Who Needs It? Read More >

Trust in Time, Not Timing

February 4, 2011 September 13, 2021

“Trust in time, not timing.” I didn’t coin that phrase, …

Trust in Time, Not Timing Read More >

2011 Forecasts: Don’t Be Fooled

January 4, 2011 September 13, 2021

If you’re like me, you will have seen dozens of …

2011 Forecasts: Don’t Be Fooled Read More >

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