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

Occam’s – Does Dollar Cost Averaging Make Sense?

| Investing, Diversified Portfolio, Bitcoin, Investment Advice, Market Basics, 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…

Building and Maintaining an Investment Portfolio

| Retirement Risks, Diversified Portfolio, Goals, Investment Advice, Retirement Insights, Financial Planning, Market Basics | No Comments

Building a diversified and effective investment portfolio is an important part of creating an efficient retirement income plan. Much of the research around retirement income planning tends to focus on other matters and not put a lot of weight on portfo…

Putting Monday’s Drop in Perspective

| Investing, Diversified Portfolio, investments, marketwatch, Investment Advice, Market Basics | 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…

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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