Key Questions for the Long-Term Investor
The LEAP Foundation asked me to give a talk to 400 young people on Money Management at UCLA today. It’s a one hour talk and […]
INVESTOR TRUST STUDY – CFA INSTITUTE & EDELMAN
THE VALUE OF TRUST Strong performance alone is no longer enough for investment management professionals to earn investors’ trust. Behavior – and the ability to […]
To be or not to be a 80%’er?
Do you know how the the Paretto Principal rule – aka the 80/20 rule works in so many areas of life? The short explanation of the Principal […]
Designing a Financial Wellness Offering
Financial stress is a massive burden to employees and their employers and existing solutions don’t fix the entire problem. You can’t just app-ify people’s way […]
A Bassackwards Cut Rate?
The media narrative that the U.S. economy is in trouble – many are saying on the edge of recession – has become so powerful and […]
The US Economic Fundamentals YTD
Encourage Positive Expectations Unemployment is 3.6%, initial claims are near historic lows and there are 1.6 million more job openings than unemployed people. A most […]
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with—cannot be overstated.” – David Booth Click […]
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations […]
Perspective on Premiums
Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While […]
Has the Tax Cut increased revenues?
It’s important to recognize that the tax cut has, so far, reduced revenue compared to how much the federal government would have collected in the […]