What We Do
Investment Advisory Services
Who We Are
Values and Community
How We Think
Insights and Ideas
Questions To Consider
Conflicts of interest
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
Are Hedge Funds Prudent for Taxable Investors?
August 27, 2015
When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.
July 18, 2015
Classical conditioning explains a great deal of the way traders and brokers behave on Wall Street.
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.