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Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreSeafarer’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...
Read moreWhy “Fee-Only” is Important When Working with an Advisor
The world runs on incentives. Often, the challenge in investing is to figure out how to entrust your money with people whose incentives are best aligned with your own.
Read moreFinancial Advice for Your Child
Here is a wonderful blog post by Morgan Housel on financial advice he hopes to one day give his...
Read moreHow 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...
Read moreThere is a tendency, even among those who have owned Apple, to daydream about having jumped on board even earlier: "But what if I had bought Apple right after its IPO in 1980?!"
Read moreNo Pain, No Gain: Dealing with Volatile Markets
The best (though understandably frustrating) explanation for the present volatility is that stock markets are doing what they often do in the short-term: fluctuate unpredictably.
Read moreRisk Is Counterintuitive: Avoid Following the Herd
Fear of the unknown is an instinct that helps us survive, but acts against our better judgment as investors. It pushes us toward the perception of safety....
Read more“The Market Is at an All-Time High…” What Does this Mean for Investors?
"On a daily basis, the S&P 500 trades at an all-time high 7% of the time and trades within 5% of an all-time high 36% of the time. This means that on 43% of all days, since the S&P 500’s...
Read more“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...
Read moreThe Power of Investing Diversification
Here are a couple of fantastic slides that highlight some favorite themes: diversification and the average investor's behavioral biases.
Read moreAs you may know, we're big fans of Warren Buffett. His latest annual letter to...
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