Latest Posts
2017 – Q2 Quarterly Market Review
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…
Occasionally, we get questions from clients about whether it would make sense for them to manage the bond portion of their portfolio, while we manage the stock portion of the…
Risk drives everything about your investments, but all risk is not created equal. For most investors (and most of the financial industry) dealing with risk is a lot like making sausage. People want what it gets them, the investment returns, but they do…
Retirement Insights
The latest research and helpful guidance for retirement-minded investors.
View AllInvestment Advice
Practical and actionable advice for beginning and experienced investors.
View AllOccam’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.
View AllMarket Reviews
Exactly what the name describes, a more in-depth appraisal of the state of the markets.
View AllWeekly Review
Our weekly round up of interesting and enlightening finance-related articles, enjoy!
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