Private Investment Questions and Issues to Consider

It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
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Is Smart Beta Smart?

Smart beta sounds smart but is it?
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Don’t Get Sacked – Super Bowl Version LV

How are investing and the NFL similar?
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How to Actively Add Value

Maybe we just need to be more open – more transparent about our ability?
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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 […]
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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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