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why choose me

Trust

I am an independent investment advisor and not a broker. So I always serve as a fiduciary and select investments without the conflicts of interest arising from product-based commissions or firm-level revenue-sharing agreements.

Competence

My evidence-based approach gives me an edge over other firms. In particular, my deep analytic expertise allows me to steer clear of pitfalls and avoid subtle but costly issues many advisors do not know exist.

Service

Delivering investment performance without personal service is like selling a new Ferrari with no paint. Enjoy the benefits of my personal touch and transparent approach so you can experience the ultimate peace of mind.

Simplicity

My more structured approach to investing allows for more simplicity and transparency than the statistical approaches most advisors employ. This lets my clients better understand their financial plans and investments.

Focus on your priorities.

I take pride in being the trusted steward of your wealth so you can focus on more important matters.

services

Planning &
Advisory

When the stakes are high, you need a partner you can trust with deep expertise. My experience can help you avoid costly mistakes and make better decisions at each stage of your investment process.

Investment
Management

Whether I develop your own personalized index for the ultimate in customization or help you select funds and managers, my expertise can help you improve the performance of your investments.

Research &
Education

Research and analysis is in my DNA. My research and educational programs can help you with everything from formulating investment policy to analyzing investments.

Different clients. Different needs.

I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.

Research

I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.

  • August 2020
    Optimizing Fixed Annuity Tax Deferral
    Annuities are popular tools for retirement income planning. While stigmas exist around some annuity products (for good reason), recent research shows how fixed annuities can add value in the context of retirement income. In addition to being able to guarantee income for life, tax benefits are often advertised as a key advantage of using annuities. This article discusses the mechanics Continue Reading
  • April 2020
    Dividends: 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 2019
    Dividends 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