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.

Research suggests index investing makes active managers better.

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

With so much evidence against the use of forecasts, why do investors waste their time listening to them? Maybe the best investors don’t.

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

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.”

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.