Feb 23, 2018 | Investment Management
In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn better returns than investing in low quality companies. However to borrow a line from your...
Feb 16, 2018 | Investment Management
High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing? Would you toss it in the trash because Nobel Laureate economists say it’s impossible to beat the market with less risk? Or...
Mar 7, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor who is a good match for your needs is possible if you ask the right questions. Your job...
Feb 16, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening, interview and evaluation process in selecting a financial advisor who is best matched for...
Nov 25, 2016 | Business Cycle Investing, Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion surrounding active investing. As fee-only investment advisors we believe “active” is best...
Nov 3, 2016 | Investment Management
With interest rates at generational low levels, investment advisors face two distinct dilemmas. How to: 1) safely generate additional investment income, and 2) do this while retaining the flexibility to adapt to rising interest rates in the future? A tool we think...
