How Can Trustees Be Prudently Passive?
August 24, 2017
It’s not enough to follow someone’s advice to invest in index funds.
Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
Say It Ain’t So, Joe – Again
June 15, 2017
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.
Crucial Elements in Wealth Management: Simplicity and Transparency
May 11, 2017
More than products or models, financial advice is about helping clients reach their goals.
Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
How to Do Better When Investing for Trusts and UHNW Individuals?
February 15, 2017
Resist the temptation to invest like endowments, and keep it simple.