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May 27, 2021
Three months ago, we wrote to you about updates to your bond portfolio that increased diversification and flexibility to better navigate the changing dynamics of the bond market, such as rate movements, changes in spreads, and inflation. Those changes were implemented and, thus far, have been additive as your bond portfolio has outpaced the market. […]
June 27, 2019
There is arguably no better place in the world to observe bad behavior than on the Las Vegas Strip. After all, “What happens in Vegas, stays in Vegas.” However, when it comes to behaving badly, we investors can give Vegas casino-goers a run for their money. At the 2019 AICPA ENGAGE wealth management conference in […]
February 13, 2020
All good things must come to an end, and this piece concludes our series on factor investing (What is a Factor?; Small-Cap; Value; Momentum; Profitability). Here we’ll look at bringing all the factors together, in what we will refer to as multifactor investing. As a reminder, we have defined factors as a source of excess […]
