Category Archives: Uncategorized

A Letter to Investors

October 18, 2018

The first 273 days of the year are in the books and assuming your focus is on the United States […]

August 14, 2018

Jeff Bezos’ Parents May Have Made the Most Successful Venture Investment of All Time In 1995, the parents of Amazon […]

August 6, 2018

Amazon Not an Overnight Success and Not Without Risk In 1995, the parents of Amazon founder Jeff Bezos may have […]

Dry powder. Liquidity. Scratch. Paper. It seems that investors and those responsible for the building and management of portfolios have […]

“Diversification is the only free lunch” is a fallacy that’s been pushed on investors for a long time. We’ve vocally […]

August 3, 2018

Coming off one of the greatest statistical anomaly calendar years for U.S. equities in 2017 (virtually zero volatility), the first […]

July 30, 2018

“Know what you own and why you own it.” Peter Lynch earned his way into the Mt. Rushmore conversation of […]

You’ve done all of the hard(er) work. The entire process of seeking out investment advice, learning what it takes to […]

July 16, 2018

A recent Gallup poll found that 34 percent of investors believed real estate was the best long-term investment for their […]

June 20, 2018

Family Offices Drive Down External Asset Management Fees By 10% FundFire reports that “family offices are putting ‘relentless pressure’ on […]