275 S.E. Broad Street · Southern Pines, NC 28387 · 910.692.4330


Welcome to our library. Over the years, we have communicated many ideas to our clients, ideas of our own and some from other sources. Following is an effort to organize some of the more interesting of these items for further reference. We hope you find them useful. Please be aware that information set forth in these articles and letters is dated. Our opinions and statements regarding specific investments most likely will no longer apply, except to the extent that they are a means to articulate investment principles we have found helpful over the years. We will be adding to this collection in the future.

Article I: "Investments for Retirement Capital."
Essay I: "On Investment RISK."
Issues I: "Issues For Retired Investors."

Article II: "Investment Process for 401k and Other Contribution Plans."
January1, 2000

January1, 2001

January1, 2002

January1, 2003

January1, 2004

January 1, 2005




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