[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…
Read more
Shooting Yourself in the Foot with Conscientious Investing Strategies
Many conscientious investing strategies achieve precisely the opposite of their intended goals. Fortunately, there is a relatively simple fix.
Mild Debunking of Sharpe’s Logic
This article exposes significant issues with the logic behind William F. Sharpe's “The Arithmetic of Active Management” which condemned active managers to underperform the market in aggregate.
Structured Financial Planning
Our Structured Investment Income (SII) strategy attempts to extract the primary advantages of annuity and SWR strategies while addressing two of their major drawbacks: costs and market dependency.
