The Hierarchy of Investor Needs

While Sam is out on paternity leave we hope you will enjoy this Tumblr post written by Morgan Housel. One summer in college I interned at an investment bank. It was the worst job I ever had. A co-worker and I survived our days by bonding over a mutual interest in the stock market. My co-worker was brilliant. Scary brilliant. The kind of Continue Reading

“University Endowments Face a Hard Landing”

I noticed an article on the New York Times website the other day, "University Endowments Face a Hard Landing." The article begins with a simple premise,  [America’s largest universities’] investing success…led many financial experts to conclude that Harvard and its peers at the pinnacle of higher education had solved an age-old conundrum: how to Continue Reading

ESPN film “Broke”

ESPN has decided to bring back their 30 for 30 sports documentary series for a second round of 30 films.  If you haven’t seen them, I highly recommend watching (the first round of 30 is streaming on Netflix now).  Obviously this isn’t a sports blog, but I did think the second season kick off documentary, “Broke” directed by Billy Corben, could Continue Reading

“International Diversification Works (Eventually)”

Recently, an article published in the May/June 2011 issue of Financial Analyst Journal was named the winner of the 2011 Graham and Dodd Award for Best Article.  The article is titled “International Diversification Works (Eventually)”.  The original article can be found here: http://www.retailinvestor.org/pdf/ForDiversify.pdf though be forewarned Continue Reading

The Death of Equities, Revisited

We would like to share with you a recently posted article by Weston Wellington, Vice President with Dimensional Fund Advisors LP (“Dimensional”).  Weston works closely with financial advisors in the US, Canada, Europe, Australia, and Latin American, showing them how a science-based "equilibrium" strategy is the most reliable way to achieve Continue Reading