Articles

How much do the political parties agree that the government should be nudging people in as many ways as possible? What is the social cost of such nudging? Does it do more harm than good?

Not aiming for where the money is should boost returns.

Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

Why shouldn’t we just institute price controls in America?

It is difficult to reason with people who lie and mislead in their statistics because they believe that they have the moral high ground.

Listen to David Marotta discuss the dangers of government regulation, especially when invited by an industry to suppress competition in the name of “safety.”

We believe that NAPFA advisors are a well sought minority of financial advisors.

Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?

These quotes are provocative for what they say about us as Americans.

While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

There is no reason why charities should not be thankful.

You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.

Recently we did an analysis of the returns of the MSCI Country Specific Indexes

“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith

Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.