Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, October 3, 2017

Too often I meet investors who assume they earned a decent rate of return, only to discover their returns were actually much lower once they accounted for costs like management fees and transaction fees. Another cost...

 

Wednesday, September 20, 2017

Chances are, you are one of the 143 million Americans whose sensitive personal information was compromised in a data breach at Equifax, one of the three major credit reporting agencies. The data breach began in mid-May and was...

 

Thursday, September 14, 2017

Days before Hurricane Irma ravaged the Caribbean and parts of Florida, speculations about Irma’s path flooded social media. I received an urgent text message from a friend. His neighbor received word from a...

 

Wednesday, April 26, 2017

What happens when you hire an "expert" to pick winning stocks and to try and time the market? In South Carolina we might say, "a state pension crisis." In 1999, South Carolina pension plans were 99 percent funded...

 

Thursday, October 6, 2016

With Hurricane Matthew looming off the coast, hopefully you've had a chance to prepare your home and your family in the event that we are affected. Most of the advice I see relates to health and safety: Stock up on water, buy...

 

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Friday, June 24, 2016

On Thursday, June 23, voters in the United Kingdom voted in favor of leaving the European Union. As a result, we could see increased levels of near-term market volatility. That may leave some investors wondering, What now? Download our...