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September 2013



Time to Give Dave Ramsey A Break

September 28, 2013 – Comments (2) | RELATED TICKERS: AIVSX

This month's money magazine is highlighting a twitter war that broke out between Dave Ramsey and some CFPs.  It regarded is all equity approach to mutual fund investing.  While FINRA suitability recommends that one include fixed income investing in relation to one's age and financial goals, there is room for Mr. Ramsey's allocation approach, as long as one understands the risks involved.  [more]



Time To Buy Microsoft

September 02, 2013 – Comments (1) | RELATED TICKERS: MSFT

Two weeks ago, I recommended Microsoft.  See why at:

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