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What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

Having a fiduciary duty to our clients puts us on similar footing with other professional consultants, such as physicians or attorneys. You hire us partly because we have dedicated our career to understanding

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SPACS, NFTs, and Flourishing in the Economic Jungle

“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. … But you also can come through in fine shape and you

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Market Review 2020 – Valuable Insights to Pass Along

As we look back now and do our market review 2020, there’s one thing for sure. Year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically

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Why Stick with a Globally Diversified Portfolio? Principle 7 in Evidence-Based Investing

Why Stick with a Globally Diversified Portfolio? Principle 7 in Evidence-Based Investing

Why buy and hold a globally diversified portfolio instead of reacting to breaking news? Political, social, and economic headlines come and go. But you never know which market segments will outperform from

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Diversify Your Investment Universe: Principle 6 in Evidence-Based Investing

Holding securities across many market segments, expanding your investment universe, can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can

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What Really Drives Higher Expected Returns? Principle 5 in Evidence-Based Investing

There is a wealth of academic research into what really drives higher expected returns. Simply put, expected returns = current market prices + expected future cash flows. Investors can use this basic equation

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Understanding How Markets Work for You: Principle 4 in Evidence-Based Investing

Attending to how markets work is important for you and your investment portfolio. Should you buy, sell, or hold tight? Before the news tempts you to jump into or flee from breaking trends, it’s critical

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Resist Chasing Past Performance: Principle 3 in Evidence-Based Investing

Some investors select mutual funds based on their past performance. Yet, past returns offer little insight into a fund’s future returns. For example, most funds in the top quartile (25%) of previous

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Trying To Outguess the Market Has No Role: Principle 2 in Evidence-Based Investing

Trying To Outguess the Market Has No Role: Principle 2 in Evidence-Based Investing

Wouldn’t it be great to hold only top selections in your investment portfolio, with no disappointments to detract from your success? Of course it would. It would also be nice to hold a $100 million winning

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