New Electronic Hand Slapper
May 6, 2014  | By Kevin Smith, CFA

The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large…Read More

Buffett on Investing in Gold
July 1, 2013  | By Kevin Smith, CFA

Warren Buffett is famous for his annual shareholder letter from Berkshire Hathaway. He often explains complex financial concepts in simple, sometimes humorous terms. In over 30 years of such letters to investors, Buffett has rarely even mentioned gold. He changed…Read More

What you need to know about bonds
May 3, 2013  | By Kevin Smith, CFA

I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and complicated’ don’t make for good movie scripts, book plots, or cocktail hour conversations. My objective…Read More

How are the prices of stocks and bonds determined?
March 1, 2012  | By Kevin Smith, CFA

This is an extremely important question that requires a fundamental understanding of the relationships between companies and their investors and of risk and return. If you get a handle on these concepts, you will have a better idea for how…Read More