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
Gene Fama Video – Nobel Laureate Says Take the Long View
We love the way Nobel Laureate Eugene Fama speaks. He gets to the point quicker than most and sticks to the facts. He says his truth and allows the listener to absorb and interpret it as we choose. Take in Professor Fama’s timeless wisdom in this 60 second clip.
Tweet We Love – Long View, Planning, Diversification
Sometimes even the experienced investor forgets how important diversification really is. Eric Nelson demonstrates what’s at stake in simple and powerful terms. Of course the situation below is theoretical: the math depends on cost, and on which securities you use to achieve your global stock mix. But, the broad-strokes points remain the same: global diversification matters. Curious about your own global diversification score? Click here to schedule a complimentary call with a qualified professional from our team.
How important is broad stock asset class diversification for retirees? If you started spending 6%/yr in 1998, adj for CPI, from $1M port, here’s how much you’d have today in:
S&P 500 = $0 (run out in 2016)
Global stock mix = $1.27M ($183k more income & counting)#servoinsights— Eric Nelson, CFA (@ServoWealth) July 13, 2019
Podcast Episode – The Paper Queen
The podcast is off to an incredible start. Thank you for your support as we spread our story and message to curious investors around the world. We’re thrilled with the success of the launch and encourage you to listen to all six episodes when you can find the time. We offer the following write up as a teaser for Episode 6.
How do you go from a small town to big city success? How do you get asked to decorate the White House for the holidays? What does this have to do with a long view approach? The latest podcast episode features acclaimed designer Cheree Berry. In Matt’s words, “Cheree Berry Paper is the best paper resource you can find.” Cheree is a friend and a total beast in the business world, she is Founder, CEO and Creative Director of Cheree Berry Paper, an award-winning graphic design and social stationery company known for creating unexpected event invitations. She is also an author and a former Kate Spade New York art director.
In this episode, Cheree shares how the importance of handwritten communication was instilled in her from a young age and her tips for maintaining this in a digital age. She discusses what shaped her career after moving to New York City from a small town in Missouri. She reflects on important moments working with Kate and Andy Spade, and how she started her own business. Cheree shares the challenges and benefits of being a female entrepreneur and so much more!
Click here to listen through Apple or here for other platforms.
