An Important Lesson for All Investors: Keep It Simple

Simple portfolios consistently outperform top endowments.
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Say It Ain’t So, Joe – Again

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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Transparency: Do We Protest It Too Much?

Do some investment industry professionals protest simple transparency rules to the detriment of both themselves and their clients?
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Transparency, Simplicity, Peace of Mind ®

We have been granted a registered trademark for Transparency, Simplicity, Peace of Mind®.
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Every Day Can Not Be Good

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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Are We Baking Portfolios with Bad Ingredients?

Just one mistake in the recipe or measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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Some Investment Ideas

From Keep a Steady Hand on the Tiller Have A Long-Term Plan That Is Designed to Meet Your Individual Goals – Investing should not be a […]
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Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments?
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21 Tips On How To Evaluate An Investment Adviser

Questions and Answers We Think Are Important How can investors stay out of trouble with another part of Wall Street – the big investment houses that […]
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Persistence That Just Ain’t So

When investing, it’s always wise to question bold presentations... especially when they suggest that the future will be like the past.
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