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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

Hedge Funds -- Unattractive for Most

Hedge Funds -- Unattractive for Most

"I would never join a club that would have me as a member." Groucho Marx

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Invest in Philanthropy

Invest in Philanthropy

What do your financial and charitable assets have in common? Both can generate additional dollars--if invested with care. 

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Success is Controlling How You Spend Your Time

Success is Controlling How You Spend Your Time
This article was written by Venture Capitalist Peter Cohan based on advice given to one of his Babson College students.
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How Emotions Get in the Way of Smart Investing

How Emotions Get in the Way of Smart Investing

This article was written by Dr. Meir Statman. Professor of finance at Santa Clara University’s Leavey School of Business.

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Client Letter June 2015

Client Letter June 2015

 Investment Review June 2015

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Target Allocations: Spectrum of Returns

Target Allocations: Spectrum of Returns

These charts demonstrate how asset allocation affects the range of expected returns.

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Holding Period & the Odds of Losing Money in Stocks

Holding Period & the Odds of Losing Money in Stocks

The Concept of Time Diversification

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Have you seen the new Private Client Center yet?

Have you seen the new Private Client Center yet?

 To support our planning and investment collaborations, we’ve set up a new website with a new Private Client Center.  We hope you’ll take a few minutes to log in and explore the site and the many exciting features.

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Asset Allocation: Cooking with Index Funds

Asset Allocation: Cooking with Index Funds

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...


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First Portfolio

First Portfolio

Want to assist your kids or grandkids on the path to their own financial freedom?  Here's a way to help them take the first step... First Portfolio

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Fidelity's Charitable Assets rise 21 percent in 2014

Fidelity's Charitable Assets rise 21 percent in 2014

The Fidelity Investments business that manages money designated by clients for charitable giving said assets grew to $14.6 billion last year, a 21 percent increase over 2013.

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Loomis Bond -- Interview with Dan Fuss

Loomis Bond -- Interview with Dan Fuss

This interview with Dan Fuss, who has managed Loomis Bond Institutional to a 9.7% annual return since opening it 24 years ago, appeared in Forbes, May 25, 2015 issue.

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Vanguard Emerging Markets ETF (VWO)

Vanguard Emerging Markets ETF (VWO)

Vanguard FTSE Emerging Markets ETF (VWO)recently announced that it will be adding small cap stocks and China A-shares to its $67 billion emerging markets index fund to bring additional diversification...

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Excellent financial literacy website for younger consumers

Excellent financial literacy website for younger consumers

 

Looking for an unbiased source of knowledge for expanding financial literacy for you, your children, your grandchildren?

 

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The Power of Compounding

The Power of Compounding

Einstein called compounding the most powerful force in the universe. Find out why starting now is a good idea!

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Tax Savvy Investing

Tax Savvy Investing

The value added through efficient tax management of investments.

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Principles for Investment Success Whitepaper

Principles for Investment Success Whitepaper

Our time tested keys to investment success.

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Cost of a College Education

Cost of a College Education

Updated figures on the cost of a college education.

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The High Cost of Thinking Short-Term

The High Cost of Thinking Short-Term

This article from Sunday’s New York Times updates data we've reported in the past about the Performance Gap suffered by the average mutual fund investor.

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"The Intelligent Investor" by Benjamin Graham notes

"The Intelligent Investor" by Benjamin Graham notes

These are notes from The Intelligent Investor, one of the most important books ever written about investing. Written by Benjamin Graham, Warren Buffett's mentor and professor at Columbia, it provides the margin of safety concept as well as the intellectual framework for many of our investment strategies. It outlines how one should think about the relationship between price/valuation and returns, as well as our approach to managing portfolios through market fluctuations. The chapter, The Investor and Market Fluctuations, should be considered required reading.

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