Groundhog Day

Unfortunately, research suggests that the wizards of Wall Street often have about as much predictive power as the Wizard of Oz and as much success in predicting the future as groundhogs.
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Talking Heads

Headlines from Wall Street talking heads don't help investors make constructive decisions.
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Your Brain On The Market

Your brain gets fried on drugs. But studies have shown that it also gets fried on money.
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Transparency, Simplicity, Peace of Mind ®

We have been granted a registered trademark for Transparency, Simplicity, Peace of Mind®.
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Absolute Value and Transparency

The investment business tends to attract competitive people who like to win, but if you really listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind about the financial future.
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What’s In A Name?

Maybe in Romeo and Juliet, Shakespeare is telling us to not follow the emotions of the crowd or make decisions based on a brand or the perception of value.
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