Quarterly Market Review (2019Q3): Timing Isn't Everything
Submitted by Grunden Financial Advisory, Inc on October 8th, 2019Timing Isn't Everything
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Quarterly Market Review (2019Q2): The Uncommon Average
Submitted by Grunden Financial Advisory, Inc on July 10th, 2019The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”
David Booth
Founder and Executive Chairman, Dimensional Fund Advisors
2018 D Magazine Selection
Submitted by Grunden Financial Advisory, Inc on November 2nd, 2018We are honored to announce our selection as one of the top wealth managers in the Dallas area by D Magazine, now appearing in the November issue! Click here to see 2018 Top Wealth Manager.
Quarterly Market Review (2018Q3): Total Cost of Ownership
Submitted by Grunden Financial Advisory, Inc on October 10th, 2018Total Cost of Ownership
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.
Quarterly Market Review (2018Q2): E+R=O, a Formula for Success
Submitted by Grunden Financial Advisory, Inc on July 6th, 2018E+R=O, a Formula for Success
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.
“The important thing about an investment philosophy is that you have one you can stick with.”
Investment News' 40 Under 40 Award
Submitted by Grunden Financial Advisory, Inc on June 20th, 2018We are honored to announce Dave Ragan, Vice President of Financial Planning, earned Investment News' 40 Under 40 Award.
Click here to see Investment News' article on Dave.
Quarterly Market Review (2018Q1): Sailing with the Tides
Submitted by Grunden Financial Advisory, Inc on April 5th, 2018Sailing with the Tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.
Quarterly Market Review (2017Q4): To Bit or Not to Bit
Submitted by Grunden Financial Advisory, Inc on January 5th, 2018What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
2017 D Magazine Selection
Submitted by Grunden Financial Advisory, Inc on October 26th, 2017We are honored to announce being listed in D Magazine as a 2017 Top Wealth Manager. Click here to see 2017 Top Wealth Manager. Click here to see the press release.
Quarterly Market Review (2017Q3): Quit Monkeying Around!
Submitted by Grunden Financial Advisory, Inc on October 11th, 2017In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?
