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

2018 – Q3 Quarterly Market Review

| Investment Advice, Market Reviews | No Comments

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

Reports of the Death of Charitable Donations Have Been Greatly Exaggerated

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Mark Witaschek, CFP®, Rob Cordeau, CFP®, RICP®, Catrina Buxton, CFP®  Some have stated that the new tax law is going to kill charitable donations. While the tax law does hinder…

Occam’s – The Impact of Unexpected Inflation

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WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus,…

Occam’s – The Impact of Unexpected Inflation

| Investing, Diversified Portfolio, Investment Advice, Occam's Razor | No Comments

The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the impor…

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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