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  • Warren Buffet's Investment Advice: Aug 16 2013

    John Gorlow | Aug 16, 2013

    One thing that surprised people about the recent $250 million sale of the Washington Post to Amazon founder Jeff Bezos was the health of the Washington Post's pension plan. At a time when most pension plans are struggling, the Post has $1 billion more than it needs. That billion-dollar surplus, it turns out, can be traced back to a memo Warren Buffett, age 44 at the time, sent the Washington Post's then chairman and CEO Katharine Graham about problems developing in pension plans and suggestions for how to avoid them. In the memo Buffett, who built his fortune buying individual stocks, acknowledged the inanity of trying to outguess the stock market and the wisdom of a passive investment approach. For more on the story see

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  • Should Gold Be A Part of My Portfolio?: Aug 10, 2013

    John Gorlow | Aug 10, 2013

    Although the year is far from over, it’s been a rough period for gold enthusiasts. A sharp sell-off beginning in mid-April sent bullion prices down to $1,192 on June 28th. Since then Gold prices bounced back to $1,309 but the price remains down 22.72% for the year to date and 31% below the peak of $1,895 reached in early September 2011. For the 10-year period ending July 31, 2013, gold enthusiasts have a more positive story to tell: The annualized return for gold spot prices was 13.99%, compared to annualized total returns of 7.64% for the S&P 500 Index, 7.97% for the MSCI EAFE Index, 13.10% for the MSCI Emerging Markets Index, and 2.47% for the S&P Goldman Sachs Commodity Index.

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  • Market Update: August 4, 2013

    John Gorlow | Aug 04, 2013

    The U.S. equity market closed out July with its best monthly gain since January and thus rebounded powerfully from its June decline. The S&P 500 rose 5% and achieved a new high thereby pushing the YTD return for the broad market index to 19.62%. Smaller companies outperformed the broad market, the S&P MidCap 400 and S&P SmallCap 600 gained 6% and 7%, respectively. Within US asset classes, small growth outperformed small value while large value outperformed large growth.

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  • You’ve Been Warned: July 28, 2013

    John Gorlow | Jul 28, 2013

    With two bad rules adopted earlier this month, the Securities and Exchange Commission has all but invited hucksters, rip-off artists and other bad actors to prey on individual investors. The new rules are another disturbing sign that under the leadership of the new chairwoman, Mary Jo White, the S.E.C. will pursue deregulation at the expense of investor protection. Read Full Article at: New York Times

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  • Market Update: July 11, 2013

    John Gorlow | Jul 11, 2013

    Prices of domestic and foreign stocks, bonds and other investments fell sharply towards the end of the 2nd quarter. Still, the Standard & Poor’s 500 stock index posted positive results, returning 2.91% for the quarter and 13.82% for the first half. All major US asset classes, with the exception of REITs, maintained positive performance in the quarter, with the broad market returning 2.69%. Asset class returns ranged from 3.74% for small growth stocks to 2.06% for large growth stocks.

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  • Putting The Bond Market Jolt In Perspective: June 30, 2013

    John Gorlow | Jun 30, 2013

    Fixed-income funds are where investors traditionally look for safety and low volatility. Yet, the months of May and June were challenging for many fixed income investors, especially for those who have been reaching for higher yields. For example, mutual funds that invest in long-term U.S. Treasury bonds lost on average 6.25% in May and 3.25% in June. And funds that borrow to increase returns or that invest in higher yielding sectors such as privately issued mortgage backed securities and emerging market debt securities got hit even harder during a rough patch for bonds overall.

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  • Market Update: June 7, 2013

    John Gorlow | Jun 07, 2013

    The S&P 500 Index returned 2.34% in May, its seventh straight month of gains. Year-to-date, the index has returned 15.37%, its best five-month start to a year since 1997. The market’s advance this year has come largely on supportive monetary policies from central banks around the world.

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  • What Stocks To Buy Now? May 19, 2013

    John Gorlow | May 20, 2013

    "What stocks to buy now?" When prompted with this question, Gregory Mankiw, Professor of Economics at Harvard, told his mom, "Don’t ask me!”

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  • Market Update: May 6, 2013

    John Gorlow | May 06, 2013

    Despite worries that federal spending cuts and higher taxes would lead to an economic slump, the S&P 500 finished the month up 1.81%, at a new all-time closing high, bringing YTD total returns for the index to 12.74%. U.S. asset class returns ranged from 2.12% for large growth stocks to negative 0.66% for small cap growth stocks. Across the size spectrum, large caps outperformed small caps. Across the style spectrum, large cap growth did better than large cap value; however, small cap value outperformed small cap growth.

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  • Market Update: April 8, 2013

    John Gorlow | Apr 08, 2013

    The first quarter ended on a happy note, as all major US asset classes posted positive results, with the broad market returning 11.07%. Asset class returns ranged from 9.54% for large growth stocks to 13.21% for small growth stocks. Across the size spectrum, small caps out-performed large caps. There was a positive value premium market-wide in the US, driven by the performance of large value and midcap value stocks; however, small cap value stocks underperformed small cap growth stocks.

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