facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Insights

%POST_TITLE% Thumbnail

Market Efficiency - Winning in a Losers Game

"That's why the stark reality is that most active managers and their clients have not been winning the money game. They have been losing. So the burden of proof is surely on the manager who says, "I am a winner; I can win the money game." - Charley Ellis

Read More
%POST_TITLE% Thumbnail

September 2019 Client Letter

Talks of recession fears have come up more often in my discussions with you over the past few weeks, so I thought it may help for me to spend some time talking about the current climate, what may be causing investors to be nervous about recessions, some history on recessions, and my thoughts on what we should do as investors to prepare for a recession.

Read More
%POST_TITLE% Thumbnail

August 2019 Client Letter

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds.

Read More