Is it ESG? Or Just A Load of E...'BS'…G?

Posted by Jon Robinson on 4/6/21 11:36 AM

Doesn’t it seem like Wall Street can monetize a movement like nobody else? Perhaps that’s what makes it so interesting when one of The Street’s own blows the whistle to question authenticity.

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Topics: Transparency

Flows Before Pros

Posted by Brandon Langley on 3/8/21 3:39 PM

This is not another article about Reddit, Robos, and Robinhood.

Well actually, it a little bit is. But hear me out: We’ll be light on the pontification (you don’t need a 4,000th article on GameStop) but heavy on the conundrum financial advisors face and the trump card held by providers of financial advice.

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Topics: Advisor Practice Management

There are No Old, Bold Investors…

Posted by Jon Robinson on 2/22/21 3:57 PM

Perhaps you’ve heard this saying: “There are old pilots; and there are bold pilots; but there are no old, bold pilots.”

The same applies to investing because at the end of the day – for both pilots and investors – it’s about their respect and tolerance for risk.

Said another way, the key to longevity is survival.

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Topics: Behavioral Finance, Systematic Investing

Bubbles – Are We in One and Does It Even Matter?

Posted by Brandon Langley on 2/11/21 12:58 PM

Perhaps the most striking characteristic of economic bubbles – which is also what fuels their very existence – is our blindness to them.

Historically, few have correctly called a bubble in advance. And yet, in modern times, people have been asking if we’re in the bubble since 2010. What gives?

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Topics: Behavioral Finance, Systematic Investing

The 60/40 Isn't Dead...Yet

Posted by Jon Robinson on 1/27/21 1:59 PM

We began writing about the pitfalls of a traditional 60/40 portfolio back before it was trendy. We felt so strongly about the topic that we published a white paper in August of 2018. Some considered us renegades back then for having the audacity to question what had been the bread and butter strategy that helped millions of investors retire comfortably.

But the question is: Will the 60/40 allow the next generation of investors to also retire well?

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Topics: Systematic Investing

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