Factors In Focus

Our monthly Factors In Focus newsletter is for clients, prospective clients, and friends of the firm and designed to provide original insight and perspective into the “science" of investing and the behavior of investors that impact long-term returns. Topics are quite often based specifically on requests or derived from actual experiences we have working with our clients, and cover themes we feel are essential to achieving a better financial experience.

2017

You've Got Me, Who's Got You?

Tax-Efficient Investing

Knowing Isn't Doing

"The Bet," Berkshire, and Better Value

Predictions or Probabilities?

2016

Fixated On Risk

Indexing Is Not Enough

Managing Market Highs

You Don't Have To Outrun The Bear

Buy Lower, Sell Higher

This Is Your Brain On Investing

Perspective, Recency, and Patience

Are Taxes Taking Your Portfolio's Profits?

The Most Important Lesson From The Last Seven Years

The Best Moves In A Bad Market

Sixteen Years Gone

2015

Sizing Up The Value-Stock Slump

When It Comes To Bonds, Balance Is Key

Where Are The Gains From International Diversification

The Biggest Financial Risk In Retirement

The Simplest Principles Are The Most Profitable

What New Highs Really Mean For Investors

Examining ETFs

The Value Of Sound Investment Advice

Long Term Is The Only Term That Matters