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.
Latest Posts
Occam’s – Precision and the Retirement Planning Process
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
Q4 2021 – Quarterly Market Review
Occam’s – When Does a Separately Managed Account Make Sense?
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
Q1 2020 – Quarterly Market Review
Retirement Insights
The latest research and helpful guidance for retirement-minded investors.
Investment Advice
Practical and actionable advice for beginning and experienced investors.
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.
Market Reviews
Exactly what the name describes, a more in-depth appraisal of the state of the markets.
Weekly Review
Our weekly round up of interesting and enlightening finance-related articles, enjoy!
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