We continually update our views, contributing to academic journals and industry literature. Our analyses have been published in The Wall Street JournalForbesMoney MagazineAdvisor 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.

Latest Posts

Occam’s – How Are You Different From the Average Investor?

By Bob French, CFA
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People are a lot like snowflakes. If you don’t look all that closely, we’re all roughly similar. But the closer you start looking, the more different we are. We all…

2021 – Q1 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA
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Q1 2020 – Quarterly Market Review

What Happened With GameStop?

By Bob French, CFA
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It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we…

What Does the GameStop Kerfuffle Mean?

By Bob French, CFA
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It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so…

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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