Jason's Articles

03/08/12 - Stocks: Who Needs Them?! (You, If You Want To Retire)

Given the dramatic market volatility between 2000 and 2009, many retirees may wonder why they ever got involved in the markets - especially the...read more

11/04/11 - Investopedia has published Jason's article '9 Misconceptions About Managed Futures'

Jason's article '9 Misconceptions About Managed Futures' is published on Investopedia. Click here to read the article.read more

08/01/11 - Common Misconceptions about Managed Futures

Their sales pitch: “During periods of great future uncertainty”, though “future certainty” seems like any oxymoron so translation,...read more

04/29/11 - The Illusion of Diversification

The myth of the 30 stock portfolio. Jim Cramer, the star of CNBC’s Mad Money use to do a segment called “Am I Diversified?” in which...read more

01/24/11 - "The Wall Street Journal Voices: Jason Whitby, On Boomer Retirement Planning"

Baby boomers face a unique set of retirement planning challenges when compared to their parents’ generation: higher inflation risk due to...read more

11/26/10 - Seeking Alpha Interview

Seeking Alpha's Jason Aycock recently interviewed Jason Whitby about  what Jason would own (or short) if he could choose just one stock or ETF...read more

10/12/10 - #1 Investor Mistake: Being a Headline Investor

Buying when the headlines are encouraging. Selling when the headlines are discouraging. Also known as buying high and selling...read more

08/06/10 - Why Boomers' Retirement Is Different From Their Parents

Question to the boomers; "How did your parents invest their retirement nest eggs?"  The common perception is that they only spent the interest...read more

06/18/10 - Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

The SEP-IRA is dead. At least it should be for every sole proprietor who is looking for the best retirement vehicle. There are very...read more

02/26/10 - Three Great Reasons for Account Consolidation

Longtime investors know that it is easy to accumulate different investments spread out across a number of different accounts held at a varied...read more

01/19/10 - Structured Notes: Buyer Beware!

Forget investing; Wall Street is a marketing and sales machine, and this time it has developed a real stinker of a product that at first glimpse...read more

11/20/09 - 6 Common Misconceptions About Dividends

During periods of low yields and market volatility, more than a few experts recommend dividend stocks and funds. This may sound like good...read more

10/16/09 - Now you see it! Now you don't! The Illusion of Immediate Annuities

A recent study suggests that by adding an immediate annuity to a blend of stocks and bonds, you can increase the chance of “making your money...read more

09/18/09 - Rules for Post-Recession Investing

Despite the pundits' pronouncements of green-shoots or signs that the economy is on the mend, many investors remain scarred and understandably...read more

08/21/09 - What's The Minimum I Need To Retire?

Can I retire with $1 million dollars? Of course you can. Truth be told, you might be able to retire with much less. Then again, you might not be...read more

07/10/09 - Portfolio Management Pays Off In a Tough Market

When you think about investing, you have a very long decision tree - the question of passive or active, long or short, stocks or funds, China or...read more

04/17/09 - 10 Investment Ideas for Today - After the cows have left the barn

In a world where asset diversification has seemingly failed, what do you do?  My account is down 10%, 20%, 50%; isn't there a better way? ...read more

03/06/09 - Pension Consultants and Fund of Funds: The buck stops where?

The most common investment model for pensions and endowments is based on picking the best investment managers.  This is typically accomplished...read more

12/18/08 - Hedge Funds: Lessons from Bernie Madoff

  A few months back, a friend told me, “My cousin’s husband’s mother has been investing for over ten years in a hedge fund managed by...read more

11/07/08 - Treasury Bonds Safe is a Relative Concept

2008 may well be remembered as the year of the Treasury. When Treasury Secretary Henry M. Paulson Jr. stole the show from the Fed's Ben Bernanke....read more

09/19/08 - A Little Perspective on China

So much attention today is paid to China and its amazing story.  With over 1.3 billion people, China is estimated to represent approximately 20%...read more

05/23/08 - Thinking About Cash

If you are wondering what to do with your cash, you aren't alone.  Just like 2002 when cash investment yields plunged below 2%, people are again...read more

04/17/08 - What are you doing "differently"?

We have had a lot of inquiries recently, often from the media, about what changes we are making for our clients in today's markets.    The...read more