Monthly Archives: June 2011

A Rare Opportunity

Something happened to me last month that may never happen again. I was given the opportunity to calculate the return that one of our newest clients had achieved in her mutual fund over the past three decades. What’s the big … Continue reading

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Matson on Message

Ten minutes of Mark Matson one-liners… Notice how well he stays on message!

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Invest Like a Rockstar

I had my first can of Rockstar while I was in Austin last week. I go down there to learn to become a better investor coach and end up with a new drink. I learned later that the main ingredient … Continue reading

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Friday Funnies

“The free market is the best platform whereby we can serve one another. What is needed? Who will provide it?”

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Greetings from Texas!

I’m spending a few days in Austin with the folks at Dimensional Fund Advisors. This is just one way I can follow through on two key daily commitments… 1) creating a better investor experience 2) creating better investors   Back … Continue reading

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