Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
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COVID-19 Update

An update on steps we take to prepare for potential business disruptions such as ones that might occur due to COVID-19.
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Is This Different?

Nothing is different related to the long-term effectiveness of simple diversified plans.
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Do You Need to Join the Endowment Club?

Do only only extraordinary circumstances justify deviation from a simple strategy?
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Don’t Get Sacked – Super Bowl Version LIV

How can you win in the game of investing? Tips from the NFL.
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Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
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