Monthly Archives

June 2015

More Evidence on the Evidence: An Historical Overview of Capital Market Theory

By | Investment Consulting, Uncategorized | No Comments

Why do we refer to our approach as evidence-based investing? As we introduced in our related paper, “Evidence on the Evidence,” we believe that the evidence – especially the kind that has been peer-reviewed and time-tested – is at the root of everything else we do to help investors achieve their personal goals through sound strategy. This begs the question: Which specific evidence has borne the most fruit over time? An exhaustive account of every meaningful contribution would be a lengthy list indeed, but it helps to be familiar with the most important insights that, in aggregate, offer investors a clearer pathway through the market’s daily twists and turns.

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The Best Plan to Drive Your Retirement Needs

By | Company Retirement Plans | No Comments

Excuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more information…how will the car be used? The same is true when selecting a retirement plan. Although there aren’t as many makes and models, there are some significant variables, and the most appropriate option depends on some of the same factors. How will you use the plan and what is your budget?

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