Articles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
David Swensen Leaves a Lasting Legacy
David Swensen, who pioneered the endowment method of investing, aligning the unique characteristics of endowed assets with strategies that deliver superior growth over time, passed away this week.
The Billionaire Who Wanted to Die Broke ... Is Now Officially Broke
Mr. Feeney may be the world's best example of someone using their wealth to accomplish what is most important to them.
Images to Help Navigate a "Scary" Stock Market
Carl Richards' creative sketches remind us of what to focus on during volatile market activity.
Insights From a Thought Leader
Nobel Prize winner Robert Merton discusses risk, uncertainty, and how to respond to recent market movements.
How is the Fed Dealing with the Coronavirus Crisis?
Learn what actions the Federal Reserve is taking to ensure market liquidity in the midst of the coronavirus crisis.
Vanguard's Market Perspectives
This month's Market Perspectives from Vanguard touches on all of the new information the market is digesting.
Revisiting the 2019 Yield Curve Inversion
Our recommended reading today is a throwback to March 27, 2019.
Saudi Aramco Becomes World's First $2T Company
With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?
Why We Won’t Panic Because the Yield Curve Inverted (And Neither Should You)
Last week, on March 22nd, the yield curve inverted once again, the first time doing so since 2007. This event is going to get a lot of publicity and we want to bring you additional context.
The Tao of Wealth Management
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.
A Historical Perspective on Market Conditions
In 2017, the U.S. stock market rose steadily, while market conditions in 2018 have been a splash of cold water. It’s important that we view this recent volatility with perspective and understand just how unusual the market environment was in 2017.
Gambling on Stable Markets
An example of how unique investments that suddenly have stellar performance are likely to be betting on a unique risk factor, which is unlikely to persist.
Stock Market Decline 2.5.18: Context Matters
The stability of markets recently has distorted our perception of what market volatility can feel like. Keep context in mind.
We believe investing in currency is a speculative short-term gamble, which is why we choose to exclude Bitcoin from our clients' portfolios.
A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.
Another Hedge Fund Titan Calls it Quits
The media gives a tremendous amount of attention to hedge funds that outperform, and it’s important to understand that this is rarely sustainable. Even the best are vulnerable to losing their magic touch.
The Importance of Updating Your Estate Plan
52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.
End of an Era
Thoughts on the impact of quantitative easing and challenges facing the Federal Reserve as they embark into unknown territory.
The Bogey-free Investment Strategy: A Lesson From the U.S. Open
How the performance of elite golfers at the U.S. Open compares to everyday investors' performance in the U.S. stock market.
Retirement Spending: Don't Leave the Best for Last
By working with our integrated wealth management team, retirees are able to see the reality of their financial security, which often opens up the conversation, and brings to light the opportunity, of being more impactful with that wealth today.
Who Are You Investing For?
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.
Making Sound Money Decisions Decade by Decade
Learn about the big mistakes that can really hold us back from accomplishing our financial goals.
Fixed-index Annuities: Hidden Fees and Poor Performance
A closer look at fixed-index annuities and some of their disadvantages.
The Impact of Stress on Investment Decision Making
According to new research, stress hormones are found to rise during times of market volatility making people more risk-averse.
Do Stocks Outperform Treasury Bills?
The research we’d like to share today comes from Hendrick Bessembinder, Professor of Finance at Arizona State University.
Ten Market Lessons From 2016
Despite the volatility, last year ended up being an excellent one for investors who maintained a long-term perspective.
Dow 20,000—Is this a Good Time to Sell?
“When markets hit new highs, is that an indication that it’s time for investors to cash out?” Dimensional Fund Advisors explores this question.
Simplicity and Consistency—Common Denominators of Successful Investing
Morgan Housel discusses why the simple and empirically proven method of investing is better than the complex, time-consuming, and expensive method.