Skip to content
Skip to main navigation
Skip to 1st column
Skip to 2nd column
The Family Firm
Contact Us
Careers
Our Approach
Our Guiding Principles
A Team Approach
Our Approach to Investing
Our Services
Becoming Part of The Family
Your First Year
Comparing Options
How We Charge
Our Team
Family Firm Team
A Note From Mary
Photos For The Press
Our Values
Your Financial Advisor
A Fee-Only (TM) Firm
Our Core Values
Who Are Our Clients?
Our Policies
News & Events
Family Firm In The Press
It's News to Us
Articles
Site Map
Home
Contact Us
Careers
Our Approach
Our Guiding Principles
A Team Approach
Our Approach to Investing
Our Services
Becoming Part of The Family
Your First Year
Comparing Options
How We Charge
Our Team
Family Firm Team
A Note From Mary
Photos For The Press
Our Values
Your Financial Advisor
A Fee-Only (TM) Firm
Our Core Values
Who Are Our Clients?
Our Policies
News & Events
Family Firm In The Press
It's News to Us
Ways to Cut the Deficit
Nate's Notes From Our Conference Call
Thoughts about the Housing Market
Actively Managed Mutual Funds Continue to Underperform
Avoiding a Financial Suicide
Prophet and Loss
What to Do About Banking?
The Homeowners Rescue Plan Unveiled
We Need a Global Solution
Is the US already Japan?
Executive Pay and More
Supply and Demand for Mortgages
Bill Gross on Bonds During the Bailout
Finding Conflict-Free Advice
Niall Ferguson on the Economy and Markets
Spitzer on the Bailouts
Should Government Bail Out Detroit?
The Fed Goes Farther and Farther
Our Recent Conference Call for Clients
Another perspective on the Bailout
Looking for a Culprit (cont.)
Looking for a Culprit
Explaining Market Volatility
Revisions to Government Data
Family Firm cited in Wealth Manager magazine
Trimming the Fed’s Power
Obama, McCain Channel Clinton, Bush Legacies on Economy, Taxes
Dividends and Investing Strategy
The Student Loan Market
Recent Market Activity
Bailout or Prudent Policy?
Bond Investors Losing Faith in the Fed
Diversifying Tax Risk
Notes from the 1/30 Investment Conference Call
Business As Usual on Wall Street
The FINRA Mutual Fund Expense Analyzer
Industry Must Lose Oil Addiction
Another Legislative Low
Latest From The Housing Market
Notes from the 11/6 Investment Conference Call
Out of the Woods?
Politics, Trade and the Deficit
Tax Increases on the Way?
Second Quarter Asset Class Review
Notes from the 6/13 Investment Conference Call
Bubble History
Mutual Fund Performance
In The News
IMF Revises Down Economic Forecast for US Economy
Challenges to Diversification
The Triumph of Hope
Goldilocks In Peril?
Announcements
When Parents and Children Can Talk About Money
The Market Reconsiders
Less is More
Planning for What You Will Spend When You’re 80 Years Old
Hedge Funds for the Masses
Builders Share Speculators’ Pain
Economic Data Pleases All
Markets Slumber
Predictions for 2007
Report Card on Last Year’s Predictions
Oil Prices Dropping
Reviewing 2006
Ending the Year on a High Note
OECD Economic Outlook
Retails Sales a Reflection of Societal Trends
Great News in Friday’s Employment Data
Conference Call Notes: The Economy and the Stock Market
Correlation and Return
Recession and the Stock Market
Massaging the Numbers
Mutual Funds Fail to Deliver
Greenspan Speaks at Schwab Conference
Bonds, Stocks and Building a Diversified Portfolio
Housing Woes Accelerate
Retirees Increasing Debt Burden
The Aging Bull Market
The Options Scandal
The Trade Deficit Widens
Putting the Dow Record into Perspective
Bond Yields Plunge
Interview with Julius Baer manager in this week’s Barron’s
Summer of Tranquility
Articles
Results, Not Just Returns
Can I Retire?
Grid Lock: Is Your Financial Future Already Boxed In?
Medicare Prescription Drug Plan Changes
Witnessing a Financial Suicide
Retiree Health Benefits: Savings Needed to Fund Health Care In Retirement
All-Weather Guidelines for Today's Investors
Ten Steps to Avoid Identify Theft
Facing Facts: Rose-Tinted Glasses Obscure Social Security's Perilous State
Regulatory Policy
Privacy Policy
Site Map
Home
Contact Us
RSS 2.0 Feed: It's News to Us Blog
RSS 2.0 Feed: Articles
Money: Where to Put It Now
It's News to Us
Ways to Cut the Deficit
Nate's Notes From Our Conference Call
Thoughts about the Housing Market
Actively Managed Mutual Funds Continue to Underperform
Avoiding a Financial Suicide
Prophet and Loss
Commentary
Notes from Our March 2009 Conference Call
DC Area Home Prices: How low can they go?
September 29, 2008: What Happened to the 28% Rule?
Articles
Results, Not Just Returns
Can I Retire?