Registered Investment Advisor specializing in Model Portfolios


From Kennon Grose & Scott Burns

Read Letter
A Oct 20, 2014

Are Low Investment Costs The Key For American Expats

Jeri Hurd is a school librarian at the Western Academy of Beijing. Last year, she wanted to invest some money. Her school introduced her to a European based investment company, The Alexander Beard Group. But after sitting down with one of their advisors, she wondered if the fees were too high. read more…

S Oct 17, 2014

Are We (Still) Quitting At The Wrong Time?

Over the last 50 years our life expectancy has increased. So has our health, however many television advertisements we see to fix various maladies. So why is it that more of us retire earlier than we did in 1965?

It’s a simple question. But the answer is pregnant with complication.

The read more…

S Oct 15, 2014

When To Sell A Mutual Fund

Q. My husband and I have over $100,000 invested in two funds, Morgan Stanley Smith Barney ClearBridge Aggressive Growth Fund (ticker: SHRAX, expense ratio 1.29 percent) and ClearBridge Appreciation Fund (ticker: SHAPX, expense ratio 1.05 percent). We've considered moving the investment to a lower cost fund at Vanguard. If we sell the investment, we will owe quite a bit in taxes since the funds have appreciated substantially since purchase. How does one assess whether to sell and pay taxes versus staying put? —J.S., by email 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

Millionaire Teacher

The Nine Rules of Wealth You Should Have Learned in School

By Andrew Hallam

Read More