Informed Decisions Drive Better Outcomes

Webinar with Apollo Lupescu from Dimensional Funds

Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

2017 Year-End Summary

In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...

2016 Year-End Summary

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow

Active Mutual Fund Managers: Top-down or Bottom-up Stock Picking

Here is an excellent video on Seafarer's website that illustrates the bottom-up...

Seafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios

Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

Emerging Markets Overview

“Emerging markets” is an asset class of developing countries that share little in common geographically, economically, or in size. What does unite them is higher expected returns and higher...