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Our latest Worth Sharing on Seth Klarman’s concerns about Trump and the market

Our thoughts on recent regulatory rollback and OEF share classes

Newsletter for January 2017

Our thoughts on Factor Investing and the importance of a long time horizon

Our thoughts on the future of Trumponomics

Another column from Morningstar’s John Rekenthaler along with our thoughts

Newsletter for December 2016

Our thoughts on why you shouldn’t put too much stock in forecasts, along with BCA Research’s forecasts for 2017

Our secular and cyclical concerns about Bonds.

Our analysis of a Wells Fargo portfolio.