A Systematic Walk
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Brandon Langley

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The Secret Ingredient To Managing Taxes

December 4, 2024

The Secret Ingredient To Managing Taxes

People seem to love to shorten language into acronyms. FAANG, CAGR, EPS – and now we even have DOGE! – need I say more?

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
Taxes

The Secret Ingredient To Managing Taxes

Category: Advisor Practice Management

The Secret Ingredient To Managing Taxes

Famous Strawmen: The Scarecrow & The Best 10 Days Rule

September 15, 2024

Managing risk while providing a more comfortable ride can give financial advisors an important moat in this increasingly competitive industry.

Still image from “The Shawshank Redemption” movie

Hope Is a Strategy (Just Not a Good One)

July 18, 2024

Hope (as a verb) is a poor strategy for investing. Hope (as a noun) is the result of thoughtful design and consistent execution (i.e., having hope not AS a strategy but BECAUSE of your strategy).

Trend Following: Weed Control for Portfolios

May 20, 2024

Trend following can be a natural weed killer for portfolios. While weeding isn’t always the most fun activity, it’s generally helpful to weed early – and often.