Educated Investor

The Educated Investor

Our quarterly newsletters are designed for on-going client education and support in maintaining

a chosen investment strategy. These are large files and may take a minute to load.

Title	Synopsis	Date
Discovering Financial Independence	What does financial independence mean to you? Specific steps to discover, devise and implement strategies to meet your own goals.	Summer 2007
Riding Out the Market	Portfolio Diversification	Spring 2007
It's a Family Act	Wealth Strategies Youth, Mid-Life, and Retirement	Winter 2007
A Measure of Happiness	Choosing a Trusted Advisor Mind Over Money	Fall 2006
Navigating a Volatile Market	The Academic Wisdom of Diversification Year-Round Tax-Loss Harvesting	Summer 2006
Focusing on Fixed Income	Simple Rules for Today's Fixed Income Investor To Catch an Identity Thief	Spring 2006
Look Both Ways...Before Crossing	Managers of Managers: Can the Best Man Win? Hedge Funds and Private Equity Markets	Winter 2006
Playing the Loser's Game	How Do You Invest to Win? Don't Play the Game! Adopt a Winning Investment Strategy	Winter 2005
Smart Trading	The Myth of Hedge Funds Bond Markups: Hidden and High	Summer 2004
Random Acts of Planning	The Tale of the $20 Bill Here a Risk, There a Risk	Spring 2004
How Does Your Market Grow?	Market Growth in 2003 The Difference Between Stocks and Socks	Winter 2004
Active vs. Passive Management	An 'Active' Approach to 'Passive' Investing Asset Allocation Wins Again	Fall 2003
Luck or Skill?	The Rebalancing Act Does Your Fixed Income Need Fixing?	Summer 2003
The Big Picture	Stay the Course	Spring 2003
Don't Bet on Beating the Market	Win Some, Lose a Lot Games Belong on the Golf Course	Winter 2003
Back to the Basics	In the Midst of a Bear Market - Passive Investing The Value of a Good Education	Fall 2002
Investment Adventure or Bad Venture?	The Tax Factor Prudent Not-for Profits Pick Passive	Summer 2002
Effective Diversification	Managing Expectations Spending Time on What Matters	Spring 2002
Building Bond Portfolios	Balancing Act The Best and Brightest College Tuition Plans	Winter 2002
Cooking Up the Perfect Portfolio	Portfolio Allocation: Fixed Income vs. Equities Taxes: The Final Frontier	Fall 2001
Staying Power	Keys to Maintaining Your Strategy Luck vs. Skill in Investing	Summer 2001
Mission Improbable	Market Timing and Market History BAM Alliance with BenefitStreet	Spring 2001
Tuition Bill From 2000	International Investing Building the Tax-Efficient Portfolio	Winter 2001
Maintaining Your Balance	Build It and Rebalance It Trusting in the Future	Fall 2000
Charitable Trusts for Everyone	Establish a Legacy of Giving Exchange Traded Funds (ETFs)	Summer 2000
Technology Investing	Been There, Done That Studying College Tuition Plans	Spring 2000
Weighing Your Index Fund Options	Good Buy vs. Good Value Modern Portfolio Theory - Where It All Began	Winter 2000
Driving Down the Costs of Investing	Retirement Planning: Live Long and Prosper Operating Expenses, Cost of Cash, and Trading Expenses	Fall 1999

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