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Rip Van Winkle Investing(TM) is the process of fully diversified equity investing using primarily index funds (EFT's) to ensure that you are a partner in the best-of-breed companies in each category, nationally and globally.
What your stockbroker doesn't want you to know: Empirical research shows that stock-picking and market-timing are futile attempts to beat markets - yet in the long term, equity investing has been extremely rewarding. Thus, we focus on long term strategic asset allocation in a cost-efficient and tax-savvy manner using Nobel Prize winning theories, Warren Buffett's essential wisdom and fundamental indexing.
Bond holdings are used largely for target-date liquidity planning and to mute portfolio volatility where appropriate.
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