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Recent Articles by Wade W. Slome, CFA, CFP

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Drought in Higher Rates May Be Over

Tuesday Nov 10, 2009

Interest rates in the U.S. have little room to fall lower. Some foreign countries are beginning to increase rates, and when the U.S. follows suit this trend could mean higher interest payments and inflated prices for imports.


Style Drift: "Hail Mary" Investing

Friday Oct 30, 2009

The mutual funds in your investment portfolio may be style drifting. Misaligned incentives and conflicts of interest may lead to unwanted and hidden risk factors as a result.


Avoid Chasing Your 401k Tail

Friday Sep 25, 2009

401k investors do significant damage to their retirement portfolios by chasing performance. Investors should have a disciplined plan that adjusts equity allocations as portfolio holders age.


You Need History On Your Side

Tuesday Sep 15, 2009

The news and sentiment during stock bear markets and recessions can be quite depressing. History never repeats itself, but it generally rhymes with the past. This article reviews the 1973-74 bear market and makes some comparisons to the current market.


Surviving in Post-Merger Financial World

Friday Aug 7, 2009

As a result of the financial crisis and a weak economy, financial institutions have merged at a frenetic pace. Survival in a post-merger world is difficult, but with the right plan you can be successful.


Nobel Prize Winners Are Lining Up for Your 401k

Thursday Jul 9, 2009

Many 401k participants feel lost and confused when it comes to managing their retirement accounts. Wade W. Slome, CFA, CFP explains how 401k investors can expand their options and seek outside advice.


Water As An Investment: The Next Oil?

Thursday Jun 25, 2009

We notice the impact of water in our daily lives through the escalating prices in our monthly water bills. See how you can stand to profit by investing in water.


The Dirty Little Secret Shrinking Your Portfolio

Tuesday Jun 16, 2009

Opaque or hidden fees buried in your investments could be shrinking your investment portfolio.


Compounding: A Penny Saved is Billions Earned

Friday Jun 5, 2009

Albert Eistein referred to the concept of "compounding" as one of the "Eight Wonders of the World." Find out how you can use the power of compounding to transform your investment portfolio.


Building Your Financial Future – Mistakes Made in Investment Planning

Wednesday Jun 3, 2009

Building your retirement and financial future can be likened with the challenge of designing and building your dream home. The tools and strategies selected will determine the ultimate cost and outcome of the project.


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