Article Spotlight


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In this series we analyze current financial articles and explain how the conclusions of the article relate to our investment strategy.

[Article Spotlight] Hedge Funds and “Exclusive” Investing

What if you were invited to be part of a coveted and exclusive investment group? Would you accept the invitation? In most situations, you probably would and it could possibly be a wise move.  But, in the world of investing and hedge funds, it would likely not be a choice consistent with your goals and […]

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[Article Spotlight] Evaluating “Expert” Predictions

Investing based on predictions is like gambling; if you do it enough, the odds are that you will lose money.  Active market participation, based on media reports or financial gurus, has been shown to have results inferior to steady investment based on your individual goals and risk profile.  If you take a moment to think […]

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[Article Spotlight] Company Retirement Plan Matchup: 401(k)s vs. Pensions

Would you rather have a pension or a 401(k)? Most people are worried about the reduction in the number of employers offering pensions. It can be comforting to have a “guaranteed” amount of income each month that continues for the rest of their life rather than a 401(k), whose value is uncertain, and can drop […]

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[Article Spotlight] IRS Recognizes Same Sex Marriages

On August 29, the IRS ruled that legal same-sex marriages will be recognized for tax purposes.  If you are in a same-sex marriage or are thinking about becoming married, how does this ruling affect you?  Staying apprised of any tax changes can allow you to consider what these new laws mean for your specific situation. […]

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[Article Spotlight] Financial Fraud and Advisor Compensation

Consider the following phrases: An investment recommendation that is “suitable for you” versus one that is “in your best interest.”  These may sound identical, but there is a difference between the two types of recommendations The former can be labeled as a suitability standard and coincides with how brokers operate. The latter is the fiduciary […]

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[Article Spotlight] How Accurate Is Wall Street Research?

Deciding when to sell an individual stock can be challenging; some rely on technical indicators, some on gut feelings, while others consult Wall Street analyst ratings.  However, all of these methods are fraught with pitfalls.  One of the mains problems with investing in individual stocks based on published research is the reliability and integrity of […]

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[Article Spotlight] The Truth Behind Variable Annuities: Knowing What You Are Guaranteed

In an increasingly complex world of investment offerings and financial products, it can often be difficult to determine what is or is not a good deal.  For example, suppose someone told you that they could offer you an investment which could do the following: Avoid stock market volatility Earn a guaranteed return of between 5 […]

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[Article Spotlight] Scrutinizing your Credit Report for Errors: Equifax, TransUnion, and Experian

In an alarming report, The Federal Trade Commission stated that about one in every 20 consumers had errors on one of their three major credit reports that “could lead to them paying more for products such as auto loans and insurance.” Article Spotlight:  It means you should periodically check the information on your credit report. […]

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