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 – Precision and the Retirement Planning Process

By Morgan Menzies
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Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

2021 – Q4 Quarterly Market Review

By Trevor Alexander
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Q4 2021 – Quarterly Market Review

Occam’s – When Does a Separately Managed Account Make Sense?

By Bob French, CFA
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Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to…

2021 – Q3 Quarterly Market Review

By Bob French, CFA
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Q1 2020 – Quarterly Market Review

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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