INVESTMENTS

This website is for investors who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives. The irony of investing is that when you simplify your investment decisions, not only do you enrich your life by spending more time on families, friends and careers, but you enhance portfolio returns in the process!

We provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.

Welcome, and thanks for stopping by.

Sincerely,
Mike Mahoney

Cypress Asset Management is a local fee-only Registered Investment Advisor firm serving established individuals, trust funds, retirement plans and non-profit organizations. By appointment, meet with us and receive an objective second opinion of your current financial plan. Independent, Objective, Advice!

To find out more browse the rest of our website, or contact us for further information. Contact Us

When Ken French says you can't beat the market, he means YOU (probably)
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ABOUT US - BROCHURE
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NEWS ARTICLES

Trusted Adviser or Stock Pusher? Finance Bill May Not Settle It The Case for Slow Money What Should Investors Do Now? What History Tells Us About the Market Letter from DFA - CEO How to Save Your Retirement Forget Logic, Fear Appears to have Edge Five Basics to Remember in a Down Market Bear Market Retirement Investing Survival Tips Note to Investors: Don't Play Games with Asset Allocation

Educated Investor Lessons From 2010

In November, David Booth sat down with professors Eugene Fama, Kenneth French, and Robert Merton
to discuss Dimensional's longstanding affiliation with leading financial thinkers. These interviews are now available in a three-part video series on the public website as Firm Connections.
“These warm, candid conversations accentuate Dimensional's strong working relationships with leaders in financial research. The professors share their views on how a deep commitment to the best theories
and research, combined with the academic team's daily involvement
in the business, have shaped Dimensional's investment approach and helped the firm build a lasting competitive advantage in the marketplace.
We hope you and your clients enjoy this special series.”