Time Will Restore Confidence

In our August market update we stated that we felt the financial stocks had more surprises like that of Lehman Brothers, but the fall out here and abroad has been much worse on the financial markets than originally expected.  In my thirty years in the wealth management business, this is by far the worst financial [...]

The Case for Stocks as a Long-Term Investment

The following is an article entitled “The Case for Stocks as a Long-Term Investment.”  It was written on October 10, 2008 by Mark W. Riepe, CFA, who is the Senior Vice President of the Schwab Center for Financial Research.  We believe that this is an excellent piece for all investors with long time horizons because [...]

Your Financial Security at Schwab

In light of recent financial events, we are posting an open letter from Charles Schwab, Chairman and a director of The Charles Schwab Corporation since its incorporation in 1986.  Additionally, the links provided below allow for further insight on the subject of your personal finances.
Asset Safety with Schwab Institutional
How the Crisis on Wall Street May Affect You

Perspective on the Financial [...]