An Important Lesson for Investors: 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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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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Are Selectors Good at Selecting?

A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”
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Every Day Can Not Be Good

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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Are We Baking Portfolios with Bad Ingredients?

Just one mistake in the measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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