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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Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
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Bungled Benchmarking

When comparing different types of investments, check to make sure apples are not oranges.
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Do Index Funds Make Active Funds Better?

Research suggests index investing makes active managers better.
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