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...

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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My Advisor Doesn’t Charge Me a Fee

I’ve heard a variation of the above statement five times within the last year. I’ve had enough. You know the saying, if it’s too good…
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The Mystic of Rising Interest Rates

“Nobody likes high interest rates.” – Chanda Kochhar, CEO of ICICI Bank Interest rate prognostications have taken on a life of their own. Like a…
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Decoding Your Brokerage Statement

“Your brokerage statements suck” – Barry Glassman, Glassman Wealth The way we consume information has been turned upside down with the internet, smartphones, social media,…
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