Registered Investment Advisor specializing in Model Portfolios


From Kennon Grose & Scott Burns

Read Letter
S Jan 28, 2015

Worried About Rising Interest Rates? Consider Building A Ladder

Q. I am 70 years old and retired. I have seen many recommendations to shorten up on bond duration as a way to protect against rising interest rates. But with federally insured three-, four- and five-year certificate of deposit yields now at 1.5, 1.9 and 2.2 percent wouldn't a simple CD ladder be a better choice?  read more…

AB Jan 27, 2015

Should You Include Brain Workouts in Your Fitness Regimen?

No doubt you’ve seen ads for “brain-training” from companies such as Lumosity and Posit Science. These companies sell subscriptions for online brain-training exercises. They designed these exercises to improve your intellectual function in areas such as memory, brain speed and attention. Subscriptions run somewhere in the $15 per month ballpark. Lumosity boasts 50 million worldwide users.  read more…

A Jan 26, 2015

Why It Keeps Getting Tougher To Beat Index Funds

For the first few years of his life, Larry Swedroe slept in his parent’s kitchen. His family lived in the Bronx, in a one-bedroom apartment. They didn’t own a car. Times were different then—for the Swedroes and for investors.  read more…

S Jan 23, 2015

Introducing The Disgruntled Retiree Index

Allow me to introduce a new economic indicator. It doesn’t come from a government agency. Nor is it the creation of a right- or left-leaning think tank. In a land of indices and measures, there is so little attention to this problem that I had to create the measure myself.I call it the Disgruntled Retiree Index. To provide it with some academic stature, I’ve added the inevitable colon and provided a formal name. It is the “Disgruntled Retiree Index: The Social Security Benefit Taxation Ratio.”  It measures the ratio of the income at which benefits are subject to taxation to the poverty line for the same household size.  read more…

Are You Ready?

We offer an array of accounts. So if you're looking to open an IRA, ROTH, SEP, Trust, Taxable, or Joint account, click the button below and begin filling out our easy form.

Open an Account

The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

Andrew Hallam

Read More