Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Author: Hill Investment Group
What to Do When the Yield Curve Inverts?
Our friend, former attorney, author, investor advocate, and perpetual truth-teller Dan Solin gets it right with this recent LinkedIn post.
Gene Fama Video – Nobel Laureate Says Take the Long View
We love the way Nobel Laureate Eugene Fama speaks. He gets to the point quicker than most and sticks to the facts. He says his truth and allows the listener to absorb and interpret it as we choose. Take in Professor Fama’s timeless wisdom in this 60 second clip.
Tweet We Love – Long View, Planning, Diversification
Sometimes even the experienced investor forgets how important diversification really is. Eric Nelson demonstrates what’s at stake in simple and powerful terms. Of course the situation below is theoretical: the math depends on cost, and on which securities you use to achieve your global stock mix. But, the broad-strokes points remain the same: global diversification matters. Curious about your own global diversification score? Click here to schedule a complimentary call with a qualified professional from our team.
How important is broad stock asset class diversification for retirees? If you started spending 6%/yr in 1998, adj for CPI, from $1M port, here’s how much you’d have today in:
S&P 500 = $0 (run out in 2016)
Global stock mix = $1.27M ($183k more income & counting)#servoinsights— Eric Nelson, CFA (@ServoWealth) July 13, 2019
