why choose me
Focus on your priorities.
I take pride in being the trusted steward of your wealth so you can focus on more important matters.
how I operate
Different clients. Different needs.
I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.
I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.
- April 2020Dividends: Theory and Empirical Evidence
Building on the concepts presented in our Dividends Are Different article, here we present data and observations highlighting how dividends can protect investors from inflation and market volatility. While this content is relevant to other applications, we focus on it within the context of retirement income. When designing portfolios to provide for retirement, conventional wisdom holds that allocations to stocks Continue Reading
- November 2019Dividends Are Different
There has been abundant discussion regarding the utility of dividends. Many investment models rely on factors or other strategies in their attempt to increase returns or reduce volatility. These approaches generally focus on total returns and brush dividends under the rug. Some go further and argue specifically against dividends – occasionally likening dividend advocates to sacred cow worshippers. The low Continue Reading
- September 2018Illustrating the Value of Retirement Accounts
This article attempts to clear up some of the confusion around the assumptions, logic, and results discussed in my previous article on retirement accounts.