Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Category: Philosophy
The Nomenclature of Modern Investing
On a quarterly basis, we prepare a cover letter for our clients’ performance reporting. The most recent edition is worth seeing because it highlights the thoughtful nature of our firm and our approach.
Though the underlying principles of what we believe haven’t changed, we’ve come a long way from our early descriptions of it. Click here to read what it’s all about.
Pretty Performance Pictures
As our clients know, short-term performance doesn’t matter. That’s right, it doesn’t.
However, we’re particularly fond of the quality of DFA’s visual presentation of information and infographics in recent years, and this quarterly market review is a great example. Click here for a visual summary of second quarter performance.
Question of the Month
Q: Which asset class will have the best performance next year?
A: Click the slide to see randomness of asset class returns. If it’s challenging to predict which group of stocks will do well, imagine how hard it is to pick the individual winners.
The better strategy—as our clients know—is building a low-cost, globally diversified portfolio. Instead of speculating and guessing, rely on decades of academic studies that prove the owners of global capitalism are the winners when it comes to investing.