Weekly Update: A Dying Banker and The Greatest Beneficiary

This week we recommend two articles, one from the New York Times, and the other from Larry Swedroe’s Blog.

A Dying Banker’s Last Instructions: Gordon Murray was a managing director at Lehman Brothers and Credit Suisse. He also worked at Goldman Sachs. For 25 years, he sold bonds to institutional investors like pensions and mutual fund managers, until he discovered the futility of trying to beat the market and decided to share his “discovery” to as many investors as possible. This article was published in the New York Times.

The Greatest Beneficiary of a Passive Investment Strategy? Your family: Larry Swedroe discusses how a switch in your investment philosophy can lead you to better relationships and to a more enjoyable life.

 

Video: Is an Investment in Gold a Good Hedge Against Inflation?

Lately, investors have been pouring money into gold (from ETF’s to bullion to coins) given the rise in prices and the fears about inflation. However, is gold really a good protection against inflation? Is there a better way to hedge inflation risk?

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Press Release: Lauterbach Financial Advisors to Offer Social Security Planning Services

El Paso, TX, November 12, 2010. – Recognizing the importance of Social Security benefits as source of income for the majority of retirees, Lauterbach Financial Advisors has added Social Security planning to its client services.

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Corporate Bonds versus Treasury Bonds

While corporate bonds have had slightly better returns than Treasuries, it is important to consider all the historical evidence before adding them to your portfolio.

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Do You Own Too Much Company Stock?

A number of public companies operate here in El Paso, Texas. Employees at those companies are often compensated with company stock. However, is keeping that stock a wise investment decision?   

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Sun Bowl Art Exhibit at the International Museum of Art

We would like to congratulate Berenice Perea, wife of Miguel Gomez, our Marketing Associate, for winning the Best of Show Award at the Sun Bowl Art Exhibit hosted by the International Museum of Art. Her piece is going to be purchased by the museum and will be part of its permanent collection.

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Weekly Update: The Big Short

In today’s weekly update, we present Larry Swedroe’s review of The Big Short, the controversial book by Michael Lewis that narrates some of the trickery that Wall Street did in the last few years that ultimately led to the the largest financial crisis since 1929. The book ranks #76 of the 100 top-selling books on Amazon as of October 29, 2010.

Book Review: The Big Short, from Larry Swedroe’s Wise Investing Blog.

As always, if you have any questions or comments, please Contact Us.

Weekly Update: Diversification & Looking from Space

On today’s weekly update, we have two articles, one about investing, and the other about wisdom and life.

If you have any questions or comments, please let us know.

Diversification is Still Alive and Well, from Larry Swedroe’s Wise Investing blog.

After the market crash, many talking heads proclaimed the death of diversification. Further review shows that’s simply not the case.

Look Down from Space, from Simon Sinek.

Simon Sinek, author of “Start With Why: How Great Leaders Inspire Everyone To Take Action” recalls a recent conversation he had with a couple of former astronauts and how changing your perspective can help you achieve peace of mind.

You can learn more about Simon at this page.

 

 



How to Know When You Have Enough

How do you know when you have enough? It’s a different answer for everyone, but not knowing can put your investments (and your peace of mind) in jeopardy.

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Coupon Rate, Yield and Expected Returns on Fixed Income Securities

Currently, rates in the fixed income market are very low. As of September 13, the yield on the five-year Treasury note was close to 1.5 percent. In a low-rate environment in particular, it is critical to understand the differences between and the concepts of coupon rate, yield and expected return on fixed income securities.

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