The worst case of diworsification we’ve seen:
Continue reading “Fidelity’s Turn (Diworsification) — 11/18/17”
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First Financial’s Turn (Non-Traded REITs are a Red Flag) – 11/11/17
Why Non-Traded REITs are trouble
Continue reading “First Financial’s Turn (Non-Traded REITs are a Red Flag) – 11/11/17”
Newsletter — October 2017
Our monthly letter for October.
Morningstar — 10/28/17
The Wall Street Journal’s article on Morningstar, and their response along with our thoughts on the exchange.
Smart Beta: Caveat Emptor — 10/14/17
Important article on “Smart Beta”
Newsletter — September 2017
Our monthly newsletter for September.
International Diversification, Part 2 — 9/10/17
What is the right amount of international diversification?
Continue reading “International Diversification, Part 2 — 9/10/17”
Newsletter — August 2017
Our monthly newsletter.
What you gonna ask? — 8/27/17
Key questions to ask your investment advisor, and our answers
Who you gonna call? — 8/19/17
The differences between financial planners and investment advisors, and what to look for.