Archive for May, 2019


It’s Not a Debate

Much has been written about the issue of whether investors should limit their portfolios to index funds or attempt to “beat the market,” using actively managed mutual funds.

So, which is better?

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas.  But the odds of reaching your destination increase greatly if you are prepared, flexible, patient and well-advised.