Investment Consulting

There is no getting around the fact that the market does not deliver rewarding returns without periodically punishing us with realized risks. That is why it’s so challenging for most…

Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a…

Research in the world’s financial markets has documented the existence of equity, size, value, and profitability premiums in the historical sample of stock returns. Since these premiums have been persistent…

If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most attention to the visible ink on…

The situation in Greece has gotten a fair amount of attention in recent news. While a tentative agreement with the EU has been reached, the heightened level of uncertainty is…

Tax-efficient investing can add considerable power to your net wealth – the kind you and your family get to keep after taxes and expenses have taken their toll. But making…

There are a number of personal habits you can embrace that make for tax-efficient investing. Ask your advisor how they manage this aspect of your investment assets.

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional…

Will robo-advisors free us from money-making decisions that a well-programmed computer can now do just as well, or are they the financial equivalent of an un-manned Terminator?