top of page



The Thermodynamics of Investing: Why You Can’t Win, Break Even, or Opt Out
Scientists have spent centuries unraveling the fundamental rules of the universe, and after all that work, they basically handed us three...
2 days ago3 min read


An Introduction to Direct Indexing
While there is nothing inherently wrong with traditional mutual funds or ETFs, they are pooled investment vehicles ...
Jan 1, 20243 min read


Does GDP growth predict equity returns?
Say it with me, “GDP does not equal the stock market.” Many investors look to GDP growth or contraction to see ...
Nov 29, 20235 min read

![Portfolio Decisions: Should I add [fill in the blank] to my portoflio?](https://static.wixstatic.com/media/11062b_2c428993f61f4d13a163253c7e43f68b~mv2_d_5472_3648_s_4_2.jpg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_auto/11062b_2c428993f61f4d13a163253c7e43f68b~mv2_d_5472_3648_s_4_2.webp)
Portfolio Decisions: Should I add [fill in the blank] to my portoflio?
Financial innovation provides investors with a seemingly endless supply of new investment options. But the process of evaluating the ...
Jul 1, 20228 min read


Choosing Investment Managers: No Easy Pick'n
He goes on to point out that in 2015 most assets were concentrated in a handful of managers, presumably the best performing...
Apr 1, 20193 min read


Market Timing Isn't Everything
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantia
Mar 12, 20194 min read
bottom of page