As you approach retirement, choosing the right investment strategy becomes even more crucial. There’s a long-running debate between active and passive investing. But let’s clear...
Retirement Investing Isn’t One-Size-Fits-All
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Why Income Matters in Your Investment Strategy
Investors often get caught up in the thrill of watching their investments grow in value. It's like riding a wave during a booming market—it feels fantastic. But while we're...
An Opportunity for Higher Cash Returns: Introducing the U.S. Treasury Money Fund
Investing in a high quality and low-risk portfolio while maximizing returns is always our top priority. With this in mind, we would like to share the details of a purchased money...
The Holy Grail Investment Formula – Part 2
In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn...
The Holy Grail Investment Formula – Part 1
High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing? Would you toss it in the trash...
Key Questions to Ask When Selecting a Financial Advisor
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor...
Four Tips On Being A Good Client
Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening,...
Active vs. Passive Investment Strategies: Which is Right for You?
Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion...
Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income
With interest rates at generational low levels, investment advisors face two distinct dilemmas. How to: 1) safely generate additional investment income, and 2) do this while...
A New Cyclical Bull Market in the Oil Patch Has Begun
The price of crude oil topped out in June 2014, then bottomed in February 2016 and has since partially recovered. During this period, the price of oil plunged by 76% and reached...
Streamers: The Low Risk Gold Investment
“A mine is a hole in the ground with a fool at the bottom and a crook at the top.” – Mark Twain In May we laid out the case that a new cyclical bull market in gold had begun -...
January 2016 $ums Investment Presentation
$ums Investment Group Presentation In January, Tom Kopas was once again invited to share his financial market outlook to the $ums Investment Group, part of the Sons In Retirement...