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The Holy Grail Investment Formula – Part 2

The Holy Grail Investment Formula – Part 2

by Jim Kopas, CFA | 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...
The Holy Grail Investment Formula – Part 1

The Holy Grail Investment Formula – Part 1

by Jim Kopas, CFA | 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...
Key Questions to Ask When Selecting a Financial Advisor

Key Questions to Ask When Selecting a Financial Advisor

by Jim Kopas, CFA | 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...
Four Tips On Being A Good Client

Four Tips On Being A Good Client

by Jim Kopas, CFA | 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...
Active vs. Passive Investment Strategies: Which is Right for You?

Active vs. Passive Investment Strategies: Which is Right for You?

by Tom Kopas | 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...
Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income

Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income

by Jim Kopas, CFA | 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...
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