Investing


Mar

04

2016
Is Your Advisor Conflict-free?

Is Your Advisor Conflict-free?

Last weekend, Leonardo DiCaprio finally took home the Oscar for best actor.  While it was his first win, this wasn’t Leo’s first nomination.  In 2007 he was nominated for his role as diamond smuggler Danny Archer in Blood Diamond.  The...

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Feb

26

2016
The Paradox of Skill

The Paradox of Skill

I read a great article this week that tackled the question as to whether active fund managers will have an easier time outperforming the market now that the trend towards passive investing is so strong.  The article points out that...

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Feb

11

2016
Three Simple Rules for Investors

Three Simple Rules for Investors

Last night I came across what has long been one of my favorite papers: Rules of Prudence for Individual Investors by Mark Kritzman. Mark is the founder and CEO of Boston based research firm, Windham Capital Management.  He is a highly respected...

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Jan

27

2016
Is the Rise of Passive Indexing Creating New Risk?

Is the Rise of Passive Indexing Creating New Risk?

Earlier this week, famed fund manager Bill Ackman distributed his annual letter to investors (Pershing Square Annual Letter).  2015 was not kind to Ackman.  Pershing’s funds recorded their worst performance since their 2004 inception. In the letter, Ackman acknowledged several missteps...

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Dec

08

2015
Short-Termism is a Costly Mistake

Short-Termism is a Costly Mistake

David Einhorn, founder of Greenlight Capital, has done very well for his investors.  Over the past two decades, he has delivered annualized returns of nearly 20%.    The past year has not been so glamorous though.  At the end of...

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Dec

01

2015
The S&P 500 Index Fund Hall of Shame

The S&P 500 Index Fund Hall of Shame

“Just buy the damn index fund.” -Jack Bogle Indexing is an attractive investment strategy.  It usually offers a low-cost way of gaining exposure to a particular asset class.  Numerous studies have shown that cost plays a key role in the...

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Nov

17

2015
Rethinking Advisory Fees

Rethinking Advisory Fees

The most popular methods of compensation in the advisory industry have always irked me. Traditional, commission-based brokerage models are sketchy at best.  They are fraught with misaligned incentives and more often than not, investors are left dealing with salespeople, not...

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