Articles

The following is a collection of past articles written by our own Bill Jerome, unless otherwise noted.

Fee-only Compensation Eliminates Conflicts
Once upon a time, back in the '70s, I rented a small apartment, about 20 feet by 40 feet...
fee-only business review.pdf
Adobe Acrobat document [1.1 MB]
December 2012: The End of the World, The Fiscal Mess, and 2013
Well, 12/21/12 has passed and the world hasn't ended...
dec 2012.pdf
Adobe Acrobat document [833.3 KB]
December 2012: The End of the World, The Fiscal Mess, and 2013 Pt.2
Well, 12/21/12 has passed and the world hasn't ended...
dec 2012 pt2.pdf
Adobe Acrobat document [850.8 KB]
August 2011- So, What Happened?
The S&P 500 dropped from 1337 two Monday's ago to a close of 1119 on Monday, August 8th, a drop of 218 points or 16.3%...
aug 2011.pdf
Adobe Acrobat document [744.8 KB]
August 2011- So, What Happened? Pt.2
The S&P 500 dropped from 1337 two Monday's ago to a close of 1119 on Monday, August 8th, a drop of 218 points or 16.3%...
aug 2011 pt2.pdf
Adobe Acrobat document [734.6 KB]
June 2010: The Stock Market Correction
The much-anticipated 10% correction in the stock market has finally arrived...
june 2010 stock market correction.pdf
Adobe Acrobat document [863.3 KB]
October 2009
Since my last letter in July the markets have rallied...
Oct. 2009.pdf
Adobe Acrobat document [708.7 KB]
It's Time for a Checkup
There are more than 600,000 investment advisers in the United States. How do you pick the one who's right for you?...
It's time for a checkup.pdf
Adobe Acrobat document [1.8 MB]