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Financial illiteracy can have catastrophic results

The Bakersfield Californian January 16, 2014 A recent Securities and Exchange Commission study found that a majority of investors “have a weak grasp of elementary financial concepts and lack critical knowledge of ways to avoid investment fraud.” The SEC study was conducted as part of the Wall Street reform law passed by Congress in the … Read more

Portfolio Newsletter 4Q 2013

In 2013, all five portfolios faced an unexpected challenge: a closed fund at the end of the first quarter. The adjustment was to simply select a new fund based on the same criteria (for those investing after the first quarter) and to move forward. For each portfolio, we selected a fund with high returns and … Read more