We continually update our views, contributing to academic journals and industry literature. Our analyses have been published in The Wall Street Journal, Forbes, Money Magazine, Advisor Perspectives and the Journal of Financial Planning; we are also regular contributors to Investment News. Both our latest thinking and an historical archive can be found below. Top-tier industry groups value our thinking as well, as our expertise is tapped for the TD Ameritrade Advisor Panel and the Dimensional Fund Advisors National Study Group.

Our investment advice is based on 50 years of academic research, and goes well beyond model portfolio theory.

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Latest Posts

2019 – Q1 Quarterly Market Review

| Investment Advice, Market Reviews | No Comments

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…

Occam’s – Can TIPS Help You?

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Inflation is one of the most serious risks that retirees face. While there are a lot of ways to mitigate inflation risk, TIPS, or Treasury Inflation Protected Securities, are one…

Women and Financial Planning

| BalanceforBetter, womenandfinance | No Comments

This year’s International Women’s Day campaign theme is #BalanceforBetter, “Think equal, build smart, innovate for change”.  It is a time to applaud the progress of women’s achievements around the world. However, even with incredible progress, women fa…

Annual Market Review – 2018

| Investment Advice, Market Reviews | No Comments

This report features world capital market performance for the past year.     Have any questions about the review?

Retirement Insights

The latest research and helpful guidance for retirement-minded investors.

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Investment Advice

Practical and actionable advice for beginning and experienced investors.

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Occam’s Razor Newsletter

Occam’s Razor is our take on the latest occurrences in financial planning and the markets.  It is named after a principle put forth by 14th century philosopher William Occam, in which he makes the case for explanations that do not go beyond what is necessary for clarity.  His “razor”, which shaves off the superfluous, is needed even more today, especially in wealth management.

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Market Reviews

Exactly what the name describes, a more in-depth appraisal of the state of the markets.

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