“A traditional static indexing approach leaves an investor overweight the riskiest assets at the riskiest times and underweight those low risk assets when their returns…
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Beware of the Lazy 60/40
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreUnwinding a Variable Annuity
“Variable annuities are the cigarettes of the investment world, which has hidden its curse for decades.” – Ken Fisher, Fisher Investments. I keep a fluid…
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Turning Safe Into Risky
“The more expensive debt becomes, the less weak corporations will be able to maintain the illusion of health.” Trevor Noren, 13D Research There seems to…
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Less Obvious Mistakes
“Getting rich is one thing. Staying rich is quite another.” – Morgan Housel, The Collaborative Fund We are often asked a variation of “what are…
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Hedge Fund Hold Up
The return of market volatility has increased the interest in alternative asset classes. A quick rundown of Barron’s You Make the Call publication shows private…
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Sell in May and Go Away
They’ve done studies, you know. 60% of the time, it works every time.”– Brian Fantana, Anchorman: The Legend of Ron Burgundy. Profit seeking investors are…
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Portfolio Audit
We hunt the internet for the best value. We read online reviews before making a purchase decision. We compare the leading brand with a less…
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8 Signs Your Family Will Fight Over Your Estate
This is a guest post from our estate planning partner Everplans. In our effort to provide value beyond investment management, we will occasionally feature content from…
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Q1 in Pics: The Dust Settles
“The S&P 500 hasn’t seen a down quarter since Q3 2015. The S&P has also seen positive returns in 19 out of the past 20…
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