Academy Login

How Buffer Assets Might Be Able to Help Your Retirement 

Investing involves risk. When you put your money to work in the financial markets there’s always a chance, over every time period, that you could lose money. Most of the time, especially over longer time frames, the market goes up. But they don’t have to. The risk is always there – and that risk is […]

Occam’s – Your Plan is Wrong (And That’s OK)

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

When Does a Separately Managed Account Make Sense?

Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to be able to specifically design the funds that we use to reach our goals. The plethora of mutual funds and ETFs out there give us […]

What Does the GameStop Kerfuffle Mean?

GME and WallStreetBets

It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so I’m going to focus on some of the bigger questions that this whole affair raises, and specifically how this all impacts long-term investors. So let’s […]

What Happened With GameStop?

It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article). So what actually happened, and […]

Is the Value Premium Pining for the Fjords?

There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for value stocks.

Unpacking Today’s Market Returns

Today, March 9th, 2020, was a bad day for the financial markets. There are four main elements to this story that I want to pick apart…

The Coronavirus and Your Investments

The Coronavirus is scary. When it’s possible to make reasonable comparisons with the Spanish Flu, that should make you sit up and take notice. Aside from the reasonable precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause? We’ve already seen significant […]

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