21 Tips On How To Evaluate An Investment Adviser

Questions and Answers We Think Are Important How can investors win when at the table with Wall Street dealers – the big investment firms that can […]
Read More

Outperformance in Down Markets 100% of the Time?

How could an investor have outperformed 100% of the time in the longest bear markets?
Read More

Holiday Colors

Investment professionals and financial commentators are not immune.
Read More

Private Persistence That Just Ain’t So?

Do some private investment presentations overstate the performance persistence of top funds?
Read More

The Good Lehman Brothers Story

My Good Story from the inside as Managing Director on the day that Lehman Brothers fell.
Read More

Who Is Passive?

Which strategy would you call active versus passive?
Read More