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Real Estate
Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio
A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.
Read moreAvoid Home Bias When Investing
Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors...
Read moreActive Mutual Fund Managers: Top-down or Bottom-up Stock Picking
Here is an excellent video on Seafarer's website that illustrates the bottom-up...
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...
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