Strategy Breakdown: Selling the Highs and Buying the Dips
May 6, 2019  | By Kevin Smith

One of the most commonly referenced investment strategies must be “sell the highs and buy the dips”. Why is it so popular? Makes sense. Hard to argue against. Easy to apply (in theory). Low cost to execute. High profile investors…Read More

2018 Year-End Trading
January 15, 2019  | By Kevin Smith

The stock market brought us gifts just in time for Christmas. The chart above show the % declines from all-time highs over the past five years for the S&P 500. Christmas Eve just happened to be the most significant pull…Read More

Donor-Advised Funds for Flexible Charitable Giving
December 11, 2017  | By Kevin Smith

A┬áDonor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More

New Service: 401(k) Account Management
November 6, 2017  | By Kevin Smith

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More

Expanded access to non-traditional investments
October 30, 2017  | By Kevin Smith

We have expanded our access to non-traditional investments through an independent exchange called┬áCAIS. This platform provides third-party research reports, analytics tools and streamlined transaction execution for private equity funds, private loan portfolios, hedge funds, real estate funds, and others. Non-traditional,…Read More

Lower cost ETFs now transaction-free on TD Ameritrade
October 25, 2017  | By Kevin Smith

Good news! Our preferred custodian, TD Ameritrade, recently announced that they are overhauling their offering of Exchange Traded Funds (ETFs) that trade without commissions. Here are a few key improvements: The list of ETFs that transact without trading costs will…Read More