“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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The most common question we have received in the past nine years goes something like this; “How can I generate more interest on cash?” Up…
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“There are three ways to go broke: “ladies, liquor and leverage”– Warren Buffett, quoting Charlie Munger during a recent CNBC interview. Warren Buffett recently penned…
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“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future.  We will enjoy the quiet while…
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“Gold jacket, green jacket…who gives a $%&!”– Happy Gilmore We have heard them called foreign equities, global markets, international developed, emerging markets, frontier markets, BRIC…
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I watch quite a bit of golf in my spare time.  PGA Tour, Champions Tour, Korn Ferry, LPGA, it doesn’t matter. Watching top pros compete…
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Looking back at 2017, the resounding theme from our clients has been disbelief around the perplexing nature of the runaway U.S. equity markets.  However, most are quite…
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“Your portfolio is a bowl of soup of random investments, seemingly cobbled together over time.” Meb Faber, Cambria Investments We review outside investment statements quite…
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