Brandon Langley

Recent Posts

The New 20 Year Stock Chart

Posted by Brandon Langley on 4/9/20 1:04 PM

What does history explain about the future? Part 1

The last 20 years have given us three major market shocks. These resulted from the end of a tech bubble, a financial crisis and now, a global pandemic. During this time, investors have experienced every emotional high and low that can be imagined, yet in general, the approach to investing delivered by the financial services industry has not fundamentally changed. Today’s note establishes the case for why this has to change. Read on…

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Topics: Behavioral Finance, Systematic Investing

Advisors Can Flatten the Emotion Curve

Posted by Brandon Langley on 3/26/20 10:22 AM

What incredible times we are living through right now.  About six weeks ago here in the United States all seemed quiet and strong.  Of course, there are always problems, but by comparison to today, things were positive.  Boy, that seems like a long time ago.

Regardless of how this coronavirus pandemic plays out, the lesson we can already take from this is that…you just never know.  No matter how good things seem and no matter how long the fun ride has lasted, it always comes to an end, and usually when we least expect it.  The movie Cocktail, starring Tom Cruise, brings us Flanagan’s Law, “All things end badly or else they wouldn’t end.”

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Topics: Advisor Practice Management, Systematic Investing

Famous Straw Men: The Scarecrow and the Best 10 Days Rule

Posted by Brandon Langley on 3/19/20 1:52 PM

We are clearly in an unprecedented environment where many are referring to the novel coronavirus as an ‘invader’ of our country.  Elections are being postponed in Ohio, residents are being ordered to stay home in some jurisdictions, and businesses that normally never close are now shut down. From an investment perspective many advisors will refer to conventional wisdom as a way to calm clients. One example is the Best 10 Days Rule, and we believe it is a myth.  Read on….

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Topics: Behavioral Finance

Finding Clarity Amid Confusion

Posted by Brandon Langley on 3/11/20 1:31 PM

By most measures, markets have entered a bear phase and are down almost 20% from all-time highs. The coronavirus, oil rout, and politics have combined to create a perfect storm in the markets. In times like these, what do we crave most? Surely, we all want to be safe and to know that the virus spread has slowed and that a cure or vaccine is ready to be deployed in abundance. We want to have control when none is available. Short of control, the next best thing we hope for under a constant barrage of bad news is…clarity.

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Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

Free Equity Trades: Winners & Losers

Posted by Brandon Langley on 10/4/19 1:12 PM

The Impact on Advisors (Does Free = Free?)

A frequent topic in our writing is the changing landscape for advisors and investors in terms of the cost of doing business and the impact of technology. With so much rapid change taking place in the industry, there has not been a shortage of material. In fact, it was only a few years ago that things like trading commissions were a major consideration when developing investment strategies. What are now mainstream approaches, like passive investing, robo-advising, and low to no commissions, were once either obscure or did not exist. We are now simultaneously experiencing peak passive and a new low in the race to the bottom on fees.

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Topics: Transparency, Systematic Investing

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