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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Trillions of Influence

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 […]
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COVID-19 Update

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

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