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

Are Stocks Safer in the Long-Term?

| Reliable Income, Investment Advice, Retirement Insights, Occam's Razor | No Comments

When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to…

2019 – Q4 Quarterly Market Review

| Investment Advice | No Comments

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…

The Secure Act and Your Retirement

| investments, marketwatch, Market Reviews, Uncategorized | No Comments

At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…

Investment Advice

Practical and actionable advice for beginning and experienced investors.

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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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Market Reviews

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

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