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.
CNBC and the Failure of Active Management
Think of all the wealth that would be created if CNBC touted what the academic evidence tells us.
When a recent clip from CNBC endorsed actively managed mutual funds, Carl Richards checked the data. He points out that it makes the opposite case. Click the link for the full post on NYT Bucks Blog.
Video: What is the Behavior Gap? Matt Hall with RC Balaban
The Personal Story of Carl Richards
We often share stories and sketches from our friend, Carl Richards (NYT author and artist whose first book is due out in January ’12), and one of his best articles yet, How a Financial Pro Lost His House, was just published in the New York Times. Click Here to read his personal story.
