Investing

December 15, 2017

Putting All of Your Eggs in One Basket: Concentrated Positions

Many of our clients have accumulated substantial wealth in their lives. Often that wealth can […]
January 13, 2015

Asset Location for Tax Efficiency: What You Need to Know

Many investors spend more time worrying about what securities to own and relatively little time considering where to own […]
June 28, 2009

Does Diversification Still Work?

It has been said that in times of great crisis, all correlations go to one. […]
October 28, 2006

Market Ignores “Hand Wringing” Problems

This article was written on October 9, 2006 by J. Frank Bragg, Jr., Founder and […]
December 10, 2000

Daddy Missed the Tech Boom

My Daddy was born in 1898, and with the beginning of this year (2000), he […]