What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
How We Invest
Questions To Consider
Insights and Research
What To Do About Inversions
April 3, 2022
It is not easy and requires a lot of active discipline and fortitude.
The Simple Alternative – Keeps On Winning
March 14, 2022
The evidence continues to suggest that we should work harder on being simple.
The Normal Steady Hand
February 24, 2022
We do not know how long this current crisis will last and our prayers are with all who are suffering. From an investment point of view, however, we continue to suggest what we have written before.
Solutions to Increase Trust – Simple But No Simpler
February 11, 2022
An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Reviewing what the data says and letting the chips fall where they may.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
It seems like we have been continuing to have the same debates over and over for almost 100 years.