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

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

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

 Investment Review June 2015

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

The Concept of Time Diversification

 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.

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...

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

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.

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.

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...

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

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

The value added through efficient tax management of investments.

Our time tested keys to investment success.

Updated figures on the cost of a college education.

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.

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.