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Investment Management Category
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Living with Stock Market Volatility
1 Jul 2016 by: jhurley

Steve Forbes once said, “You make more money selling advice than following it.  It’s one of the things we can count on in the magazine business…

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Last Week Tonight with John Oliver: Retirement Plans & Financial Advisors
22 Jun 2016 by: jhurley

Recently a late night show on HBO took on the subject of financial advisors and retirement plans.  Last Week Tonight with John Oliver, a witty…

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Avoiding Investment Anguish
23 Mar 2016 by: jhurley

Unquestionably investors can experience emotional pain and anxiety when their investment reports show a loss in value of their investments due to market downturns. As…

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Ten Money Tips for the Young Professional
21 Mar 2016 by: jhurley

1.  Think long-term. Where do you want to be financially in five, 10, or 40 years? If you constantly focus on what you want immediately,…

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Highlights of Dr. Adibi’s January 27, 2016 Presentation
1 Feb 2016 by: jhurley

The Director of the Gary Anderson Center for Economic Research, economist Dr. Esmael Adibi was the entertaining and educational speaker for our Year in Review/…

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Smart Year-End Planning
9 Dec 2015 by: jhurley

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…

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Positive Report on DFA Funds
11 Jun 2015 by: jhurley

Morningstar, Inc., a leading provider of independent investment research and analysis, regularly reviews mutual funds companies as well as other investment options. Their June 9…

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