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
Independent Difference Campaign
I’m proud to be a part of the independent advisor community. In the most simplistic definition, independence means that our firm does not fall under a major brokerage firm, bank or trust company. We operate independently and work for you, not a corporation. This is a hugely important distinction because our model allows us to operate objectively.
I was recently invited to be a part of a national ad campaign supporting independent advisors around the country, and I was taped saying lines like:
I am a fiduciary, not just some of the time, but all of the time.
As a fiduciary, I promise to put your interest first. Always.
As a fiduciary, I promise to always act in the best interests of you and your family.
We believe these statements at our core and think every investor deserves to be served by someone who works solely for them, as their fiduciary. Reciting these lines came naturally and we’re honored to help support the broader community of advisors.
Stay tuned for more information on the campaign, who it’s associated with, and when it will air!
Image of the Month
Each year, Dimensional analyzes investment returns from a large sample of US-domiciled funds (over 4,000). This year’s study updates results through 2022 and includes returns from mutual funds and exchange-traded funds (ETFs) domiciled in the US. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating returns after costs. We believe that the results of this research provide a strong case for relying on market prices when making investment decisions.
Swifty vs. Sethy
The charismatic character in the photo above is a marketing genius and a provocative thinker. His name is Seth Godin. Long-time friends know that I’m a Seth Godin Superfan. Call me a “Sethy.” Much of his writing reflects his strong belief in taking the long view.
Seth often says, “People like us do things like this” when fellow tribe members connect their values with how they live their lives. In particular, Seth sounds like us…clients, team members, and other evidence-based investors in this recent post. See if you agree.
If you don’t quite get the connection and want to learn more, let’s talk! Set up a call or meeting here.
