Quality Asset Management

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Education

QAM Articles

General

May 2007: "What is Your Opportunity Cost?"

March 2007: "Are Your Investments Giving You Long-Term Security?"

February 2007: "Who is on Your Side?"

January 2007: "What Causes Momentum?"

June 2006: "Is your Cash Dragging you Down?"

April 2006: "What is your Time Horizon?"

December 2005: "The Imaginary Line"

October 2005: "When is the Right Time?"

July 2005: "When are Bonds Too Risky?"

June 2005: "When are Stocks Too Risky?"

April 2005: "Can the S&P 500 be dangerous?"

July 2004: "Is your money invested responsibly?"

Diversification

March 2006: "Can Increased Risk be Conservative?"

October 2004: "Q3 2004: Diversification at Work!"

Retirement

December 2006: "Preparing for a Long Life"

January 2006: "The Imaginary Line in Retirement"

January 2005: "How Can You Maintain Security at all Times?"

November 2004: "Which is Safer for Retirement: Bonds or Stocks?"

Investment Psychology & Stock Declines

October 2008: "Sell or Buy?"

June 2008: "Are you Optimistic or Pessimistic?"

April 2007: "What would you do after a Steep Decline?"

August 2006: "The Value of Buying Low: The Numbers"

September 2006: "Should you buy a Hot Stock?"

July 2006: ""This Time it's Different!""

May 2006: "Could you withstand another Great Depression?"

November 2005: "Make Volatility Your Friend"

May 2005: "Should you sell your declining stock?"

February 2005: "Celebrating the Gloomy Days"

December 2004: "Can Severe Market Declines make you Rich?"

Active Investing

December 2008: "Can you find Skilled Active Mutual Funds?"

Ocbtober 2006: "Can you select Superior Mutual Funds?"

August 2005: "Are You Paid Enough to do Nothing?"

Energy

August 2008: "What are the Implications of High Oil Prices?"

September 2005: "The Hydrogen Revolution!"

October 2004: "Could High Oil Prices be Good?"

Real Estate

April 2008: "How Much Should You Spend Buying a Home?"

February 2008: "Should You Pay Off Your Mortgage or Hold Stocks?"

December 2007: "When should you own your Home?"

October 2007: "Why should you own your Home?"

November 2006: "How should you deal with the Real Estate Slow Down?"

March 2005: "What is the True Value of Desirable Real Estate?"

Currency

February 2006: "Currency risks for the long run?"

Leverage of Stocks

August 2007: "Should you Leverage your Stock Investments?"

June 2007: "How does Leverage Work?"

Other Resources

"The Difficulty of Selecting Superior Mutual Fund Performance", Journal of Financial Planning, 2/2006

"DFA loves indexing, with a twist", The San Diego Union-Tribute, 6/2004

"The Best Fund Family You've Never Heard of -- and Why It Doesn't Want Your Money", TheStreet.com, 8/2002

"Quantitative Analysis of Investment Behavior", Dalbar, 6/2001

"What's a Good Substitute for the Exclusive DFA Funds?", TheStreet.com, 7/1999

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Past performance may not be indicative of future results. No current of prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Quality Asset Management), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indirect performance levels. Simulated data was used for periods prior to the inception of mutual funds - for more information see Performance Data Disclosure.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. Note that services are limited to investment advice and do not include financial planning, legal advice or tax planning and/or other non-investment related consultation services. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor or any other investment professional. If you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.

Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transactions and/or custodial charges or the deduction of any investment management fee, the incurrence which would have the effect of decreasing historical performance results.

The advisor makes no representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. Such information is provided solely for convenience, and all users should be guided accordingly.

Copyright © 2004-2009 Quality Asset Management, LLC. Any usage of this web site by investment advisors or other investment professionals is prohibited, unless written notice was given directly from Quality Asset Management, LLC. Any portfolio or strategy presented on this web site does not represent a recommendation.

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