Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
Read More

Trillions of Influence

Research Roundtable Publication What people buy and sell can be influenced by prominent figures.  Social media calls these people influencers. The influencers of the investment world […]
Read More

What Should Investors Do?

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

Do You Need to Join the Endowment Club?

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

Don’t Get Sacked – Super Bowl Version LIV

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

Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
Read More