Asset management is what we do — and this is How We Think.
Predictions: The Ugly Sweater Of Financial Markets
In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure, it’s fun, they’re cute, and they grab attention. But ultimately, they are useless and thus a waste of time.
The Secret Ingredient To Managing Taxes
When it comes to designing portfolio management systems, we think plenty of asset managers and financial advisors think of the acronym as RRE, whereas we believe it has to be RRET: Return, Risk, Execution, AND Taxes.
Managing the Self-Destructive Behavior Of Clients
Financial advisors must manage client assets and client expectations. The latter can be the most difficult, but trend following can help.
