Many factors inform our investment philosophy: our experience, excess investor fees, investor emotions, testing data over multiple time periods, careful reading of historical studies, the daily spasmodic CNBC charade of short-term market forecasting, as well as the...
Strategy Overview The purpose of this paper is to provide an overview of our strategic framework, how it is put together, and how various tactics are used in its execution. Investment discipline begins with understanding the best asset mix that will help you to...
Stocks For the Long-Term….What About Your Term? The first reaction to the chart below is – a no-brainer – stocks compound at a much higher rate than bonds and inflation; therefore, put your money in stocks for the long-term! Yet we know that in the last 15 years we...
The Fiction of Precision Defining your investment objective is often perceived only as a numbers driven exercise. A template questionnaire, a Monte Carlo simulation, and Voila! You are to believe in the statistical precision that comes out on the other side like: a...
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