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.
A New Answer to an Old Question
What do we think of active managers?
Old Answer
Those lousy, no good, overpaid, underperforming, so and so’s…
New Answer
By definition, not all active managers can beat the market before costs, and after costs, only a minority can…We absolutely need people to do research, looking for mispriced securities. The arithmetic still holds, but there is indeed a social service in finding market inefficiencies. From Nobel Laureate William Sharpe
Protect Yourself from Cyber Fraud
We heard from a client during a recent conversation that they were concerned about protecting themselves from cyber fraud. Though we are often thinking about that here, we wanted to share the following action plan from Fidelity for you to take into consideration. Click the image below to view in detail.
Meeting Michael Lewis
At our annual BAM ALLIANCE conference this past October, we were fortunate to meet one of our favorite authors, Michael Lewis. His real passion, as depicted in most of his writing, is shining a light on someone who makes a brave decision. He is also one of the best authors at telling our story—as he did in his 2007 piece, The Evolution of An Investor.
