Thought Leadership

The latest research and helpful guidance for retirement-minded investors.

Practical and actionable advice for beginning and experienced investors.

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.

Exactly what the name describes, a more in-depth appraisal of the state of the markets.

Our weekly round up of interesting and enlightening finance-related articles, enjoy!