Occam’s – When Does a Separately Managed Account Make Sense?
WHAT IS OCCAM’S RAZOR?Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event.…
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Occam’s – Inflation and Your Retirement Plan
WHAT IS OCCAM’S RAZOR?Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event.…
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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.
Read MoreDetermining Sustainable Spending from an Investment Portfolio in Retirement
Determining the sustainable spending rate from a diversified investment portfolio in retirement requires making decisions about longevity and market returns. The final section in this chapter provides an opportunity to integrate this discussion in order to obtain a better sense about sustainable…
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What Does the GameStop Kerfuffle Mean?
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…
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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…
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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.
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2021 – Q1 Quarterly Market Review
2020- Q2 Quarterly Market Review
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2021 – Q3 Quarterly Market Review
2021 Q3 – Quarterly Market Review
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2020 – Q4 Quarterly Market Review
2020- Q2 Quarterly Market Review
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What Do Low Interest Rates Mean for Stock Returns?
Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.
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2021 – Q2 Quarterly Market Review
2020- Q2 Quarterly Market Review
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