Monthly Archives :

May 2015

Active Investing: 2014 Report Card
150 150 Northstar Financial Planners

Standard & Poor’s recently released their semi-annual SPIVA Scorecard, which reports on results for actively managed funds, which includes all funds that rely on market timing, stock selection and sector…

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The Problem with Income Investing
150 150 Northstar Financial Planners

I’ve written many times on these pages about the conventional wisdom of creating a retirement portfolio designed to generate income, through interest and dividends.  I find this strategy, while thoroughly…

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Discipline – The Final Principle
150 150 Northstar Financial Planners

A 54-year-old couple finally gets their last child out of college, has their mortgage paid off and begins the final run to retirement, about a dozen years down the road.…

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