You Can Keep It Simple

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

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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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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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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The Triumph of Hope over Experience ?

Before investing more in Venture Capital, would investors be wise to spend more time on reports like these?
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