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
Matson on Message
Ten minutes of Mark Matson one-liners… Notice how well he stays on message!
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
“The free market is the best platform whereby we can serve one another. What is needed? Who will provide it?”
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