Our Recent Posts

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February 22, 2018

The media constantly fills our minds with information that isn't relevant to the mass-investor. I believe investment success requires simplicity and discipline.

February 21, 2018

An analysis on where investment industry fees are and where they should go.

February 13, 2018

A brief perspective on recent volatility in financial markets.

February 8, 2018

Filtering out companies that don't take their societal responsibilities seriously is not only the right thing to do but will also likely reduce a portfolios exposure to companies that may under-perform the broader market over time.

February 2, 2018

A personal and professional reflection evaluating the importance of aligning incentives when receiving advice from a professional.

February 1, 2018

The mass-adviser's overly complicated service model and expensive structure is under attack.

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