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

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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Featured

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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" The Intelligent Asset Allocator" by William Bernstein notes

" The Intelligent Asset Allocator" by William Bernstein notes

William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.

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Client Letter May 2015

Client Letter May 2015

The Road Less Travelled

Robert Frost’s famous poem, while not written with financial markets in mind, is nevertheless one for investors to consider. It is particularly relevant when investing in markets that are demonstrating strong trends that appear to have no end in sight. Eventually money will cycle around to the "road less travelled."

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Qualified Small Business Stock: An Often Overlooked Tax Windfall

Qualified Small Business Stock: An Often Overlooked Tax Windfall

Learn about one of the best breaks around...qualified small business stock (QSBS).

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Minimizing Investment Taxes

Minimizing Investment Taxes

Too often the industry avoids talking about one of the most important aspects of maximizing your long-term investment results: minimizing taxes.

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My Classroom Economy

My Classroom Economy

 A Vanguard employee was sitting down to dinner with her family when her 10-year-old son Ryan said, “I wonder when I’m going to be able to pay off my mortgage.” ...

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Einstein: Compound Growth the Most Powerful Force

Einstein: Compound Growth the Most Powerful Force

Albert Einstein called compound interest the most powerful force in the universe.

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Featured

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

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What Defines Long Term Investing?

What Defines Long Term Investing?

 How long is long term?

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