The Eurozone and Greece

Everyday appears to bring a new development on the situation surrounding the turmoil in Greece and the Eurozone. With that in mind, below you’ll find a link to a special posting by our strategic partner Dimensional Fund Advisors (DFA). 

Inasmuch as we utilize DFA Funds to a great extent in our client portfolios and in our own 401(K) Profit-Sharing Plan, the sentiments expressed in the report greatly reflect how we view this situation and what we are telling our clients on our conversations with them.


Download Report (pdf, 452kb)

Saving Social Security

The need to reform the Social Security system is becoming increasingly more evident as people are living longer and the number of taxpayers per retiree is decreasing. In fact, if you carefully review your most recent Social Security statement, you’ll find a small note:


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.


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?   


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.



Weekly Update: “Sure Things”, Morningstar and Index Funds, Dollar Cost Averaging

We believe that an educated investor is a better investor; and even with a well designed financial plan, investors are constantly receiving mixed messages from numerous places.  With that in mind, starting today we’ll publish weekly updates with articles from various sources to help you make more informed investment decisions and to ignore the noise that surrounds the investment world.