You Can Keep It Simple

Simple portfolios continue to consistently outperform top endowments.
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Say It Ain’t So, Joe – Again

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
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Bungled Benchmarking

When comparing different types of investments, check to make sure apples are not oranges.
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Do Index Funds Make Active Funds Better?

Research suggests index investing makes active managers better.
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Who Is The Enemy?

Before investing more in Private Investments, would investors be wise to spend more time on reports like these?
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Fallible Forecasts?

With so much evidence against the use of forecasts, why do investors waste their time listening to them? Maybe the best investors don’t.
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Cash Flow – Nothing More

Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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