Broker Check


Our blog is designed to cover short investment and financial thoughts that we don’t include in the monthly Factors In Focus newsletter including links to other articles we find interesting.


Friday, March 24, 2017

One of the excuses you’ll hear from traditional “active” managers is that they’re not given enough latitude to beat the market. This meme spawned an entire mutual fund category, “Long/Short Equity.”...


Thursday, March 23, 2017

The recent run-up in stock prices isn't a "Trump Trade." Market gains and losses are always more complex than simple narratives imply.


Wednesday, March 22, 2017

Unlike most financial advisory firms, Servo's investment approach is based on Nobel Prize-winning academic research, not Wall Street marketing or black box schemes. But you can't invest in research, you need real-world investment...


Tuesday, March 21, 2017

A Wall Street Journal article yesterday brought attention to the significant strain within the $70B Puerto Rico bond market. If that doesn't sound like a problem for US-based investors, think again.


Monday, March 20, 2017

Remember this cartoon the next time you read or hear something from the financial media that has you overly concerned. It's funny but true.


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Saturday, March 18, 2017

We can all learn from the investment mistakes made by Marty Bannon -- father of current White House counselor and chief strategist Steve Bannon -- during the 2008 stock market collapse.


Friday, March 17, 2017

Stocks have experienced strong gains in the last few months. We now have a better understanding why.


Thursday, March 16, 2017

The Federal Reserve raised interest rates by 0.25% yesterday, the third increase in the last 18 months. What does history say about investment returns during extended periods of rising interest rates?


Wednesday, March 15, 2017

Imagine a scenario where everything you will spend money on in 10 years is twice as expensive as it is today. Now imagine that you'll have to guide your investment portfolio to generate the returns necessary to stay ahead of inflation.


Tuesday, March 14, 2017

Eight years ago this month, the stock market free fall came to an abrupt end. Returns on major global stock asset classes since March of 2009 reminds us why we need to stick around in a tough market.