Our Blog
An Investment Advisor from the Old School.
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Why We Work as a Team on Your Accounts
Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. While you might usually interact with one or two of us, our team works to manage your portfolio. We think this collaborative method offers at least five key advantages: We understand this may seem unusual. However, you…
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Can You Afford to Get Out of a Bad Investment?
We’ve all been there. You poured your heart (and your money) into a stock or business venture, only to see it flounder. The urge to “hold on” can be strong, fueled by the fear of admitting defeat and the belief that things will eventually turn around. But clinging to a losing investment, driven by the…
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Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing concern: financial abuse. It’s estimated that nearly $3 billion is stolen each year through financial exploitation, and this figure may be low. While financial abuse certainly affects older adults,…
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: “Will your traditional IRA cost you thousands in taxes?” The financial planner asking this question suggested he could help convert your traditional IRA into a ROTH IRA and eliminate future taxes. This certainly sounds intriguing, especially when he added: “You don’t know how much of the money…
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Celebrating 20 Years (so far) with Barry Dunaway
I met Barry Dunaway in the fall of 1984 at a dinner meeting of financial analysts. Another analyst had pointed him out and had remarked about Barry’s talents. During the next decade, I was impressed with Barry’s deep financial knowledge, and more than a little intimidated by his centered focus on investing. Barry had grasped…
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Rule #1: Risk and Return Are Always Related
Note: A client recently mentioned hearing about an investment that promised a high rate of interest with what he thought was low risk. Here is a message I sent to our team. From time to time, clients get frustrated about “Rule #1″ – risk and return are always related. They wonder why we would hold…