You Can Keep It Simple
February 9, 2018
Simple portfolios continue to consistently outperform top endowments.
How Trustees Can 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.
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.
Don’t Be A Sheep
May 27, 2015
Many otherwise rational adults act like herd animals when it comes to investing.
