What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
Is Bad For Business Sometimes Good?
July 9, 2015
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
Don’t Be A Sheep
May 27, 2015
Many otherwise rational adults act like herd animals when it comes to investing.
Say It Ain’t So, Joe
April 19, 2015
I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.
Is Trying to Pick Active Managers a Loser’s Game?
April 17, 2015
Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.
If We Had A Chief Economist We Would Have to Pay Them
April 4, 2015
And if we paid someone, we'd be compelled to listen to them.
Transparency, Simplicity and Peace of Mind®
February 2, 2015
Our approach and philosophy are centered around our belief that keep-it-simple strategies often win.