Nov 22, 2017
Must Watch: A Conversation with David Swensen
Nov 13, 2017
5 Reasons Investors Should Give Thanks
Stock market investors have a lot to be thankful for this year. Here we offer five things global stock market investors can give thanks for this holiday seas...
Sep 7, 2017
The World is Cheap
Aug 25, 2017
Burton Malkiel: The case for investing in broad-based index funds
Burton Malkiel, author of "A Random Walk Down Wall Street," discusses why he thinks investors should buy index funds that hold stocks from throughout the dev...
Aug 4, 2017
The Market Really Is Different This Time
The market has hit Dow 22000 not because of the individual investors Wall Street calls “the dumb money” but in spite of them. Over the past month, small inve...
Jun 28, 2017
Be good…just not too good
The number one rap song in the country right now, Kendrick Lamar’s Be Humble, was first introduced via a viral clip of LeBron jamming out to it on Instagram....
Jun 25, 2017
Playing All The Hands You’re Dealt
Apr 20, 2017
WE ALREADY HAD THE BEAR MARKET
Raymond James’s’s’s Andrew Adams is out with a reminder about the bear market you may have already forgotten about – it took place in 2015 in a very stealth w...
Apr 19, 2017
“The Reckoning is Finally Here”
Apr 13, 2017
Winner Takes All is Nothing New
Nov 23, 2016
The Beginning of the End of Hedge Funds?
Two-thirds of hedge funds fail within three years of launch. The ones that remain are expensive, opaque and have spotty performance. Are HNW investors wising...
Mutual Fund Observer
Sep 30, 2016
Mutual Fund Observer - 2016
Dear friends, Welcome to the September edition of the Mutual Fund Observer, available at http://www.mutualfundobserver.com/2016/09/september-1-2016/. We po...
Sep 29, 2016
Some Investors Would Be Better Off Being Outsourced
Physicians and investors should focus like a laser on this credo, “First do no harm.” Few words of advice are more appropriate when making a decision to choo...
Sep 20, 2016
Infographic: Reframing investor choices
Aug 16, 2016
The Academic Failure to Understand Rebalancing
https://www.advisorperspectives.com/articles/2016/08/16/the-academic-failure-to-understand-rebalancing Perhaps the most universally accepted investing princi...
Sep 10, 2010
Ten Retirement Lessons From the Smartest People I Know
Since the mid-1960s, I have helped people manage their money and their lives before and during retirement. I have seen the good, the bad, and the downright u...