On clients' minds when they first talk to us...
We know at least 4 things to be true. Maybe more.
Investing is a probabilities game. (I'm 97% certain.)
The lessons of Puerto Rico, and an example of the fee machine of active mutual funds
The hedge funder Warren Buffett trounced wasn't all wrong. Just mostly.
Taxes, float, and the lessons of April 15th
Q1 observations, the drag of taxes, and our bull market's future
The mechanics of why active investors almost never outperform.
Optimism in investing wins big time. Market timing doesn't
Index fund portfolio construction. No yawning, this is important.
Fiduciary rule, and where investors lose big money
Oh attention-grabbing Dow Jones, you toy with us so...
Index Fund Fundamentals
2016 Wrap-Up Observations
A Heartfelt Thought
The Predictable Nature of Unpredictability