Insights and Ideas

Simple portfolios continue to consistently outperform top endowments.

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.

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

What people buy and sell can be influenced by prominent figures.  Social media calls these people influencers. The influencers of the investment world tend to be […]

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

Nothing is different related to the long-term effectiveness of simple diversified plans.

Do only only extraordinary circumstances justify deviation from a simple strategy?

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

An investment strategy that produces consistent Relative Alpha®.