Blog

• Applied Investing Series: Patient Investing in Uncertain Markets | November 22, 2011

  In the words of 19th century American theologian Elliott Walter, “Perseverance is not a long race. It is many short races one after another.” Hopefully, you’ve scarcely noticed the long course we’ve run throughout most of 2011, as I shared my “Applied Investing Series” to you in six short installments. Beginning in March and culminating in this final letter, we’ve covered a lot of ground, including: goals-based investing (March), the role of market faith (May), the power of diversification (June), elements of sound fund construction (August) and the benefits of rebalancing (September). See the latest journal >>




• Alone...And Confused... A Wall Street Journal Article Featuring John Frisch | September 19, 2011

  Here's a small excerpt from the Wall Street Journal article on September 19th which features John Frisch's expertise. "Ten years ago, a man died in a car crash, and his widow, still in her 40s, went to see John Frisch for help." Take a moment to read Alone...And Confused by Veronica Dagher. See the latest journal >>




• Putting Market Volatility in Perspective - Market Cycles | August 18, 2011

  When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. The attached Video Putting Market Volatility in Perspective--Market Cycles discusses market volatility in the context of historical market cycles. Hopefully, this information will ease your mind. Watch video. See the latest journal >>




• US Debt Downgrade, A Letter from the President | August 8, 2011

  As you know, I do not like to fuel a media-driven financial fire by even acknowledging their crisis du jour. But Friday’s downgrade of U.S. debt by Standard & Poor’s (S&P) is having quite a negative effect on investor psyches. Understanding can help combat emotional uncertainty, so I’d like to share my thoughts with you about the downgrade and the current state of our economy. See the latest journal >>




• The Budget Control Act of 2011 | August 5, 2011

  After a last-minute agreement finally brought the stalemate over the nation's debt ceiling to a close, President Obama signed the Budget Control Act of 2011 into law on August 2, 2011, enabling the U.S. Treasury to avoid defaulting on existing obligations. See the latest journal >>