“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…
Read More
Beware of the Lazy 60/40
Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More