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.

Our investment advice is based on 50 years of academic research, and goes well beyond model portfolio theory.

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Latest Posts

The Dangers of Putting Our Faith in Statistics

| Investment Advice | No Comments

Most people try to avoid thinking about statistics, but they’re part of everything we do in investing. When other people get around to thinking about statistics, they often end up…

Review:  Are thematic ETFs gimmicks or smart strategic plays?

| Investment Advice, Weekly Review | No Comments

Investment companies are incredibly creative, especially when it comes to new ways to make money. There’s always some new investment trend, and investment companies are more than happy to oblige. They…

Review: Which of these 6 paths will you take in retirement?

| Retirement Insights, Weekly Review | No Comments

As this article makes clear, everyone wants something different out of retirement. Figuring out exactly what you want can be incredibly difficult, but it’s one of the most important things…

Occam’s Razor: One of the Most Successful Active Managers of All Time Shows Why Active Management Doesn’t Work

| Investment Advice, Active vs. Passive, Occam's Razor | No Comments

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor…

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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