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Recent Posts by Aaron Brask

Foregoing Due Diligence

Robo-advisors and broad market index strategies involves little to no due diligence regarding the price paid (valuation) or asset quality.

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The (Un-)Importance of Returns

[alert_box style="message" close="no"]Here is a link to the article PDF .[/alert_box] In my last job with a large investment bank I built two global research teams and worked with high-profile clients around the globe. Having left the big leagues to start my own firm, my clients are more diverse in terms of wealth. While I…
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