Informed Decisions Drive Better Outcomes

Dealing with the Taxation of Capital Gain Distributions

In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...

Our Approach to Bitcoin

Blockchain appears to be a wonderful technology that may eventually yield tremendous economic and societal value. No matter how Bitcoin’s story unfolds, it will be an interesting study in FOMO,...

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...

BEW Named Top Adviser by the Financial Times

We are proud to share that the Financial Times named Burton Enright Welch one of its Top 300 Registered Investment Advisers for 2017.

What is a Share Class Exchange?

That ignores the opportunity cost of lost growth. Every year of Isaac’s fee savings is invested. If Isaac earned 7.00% annualized for 30 years and Henry earned...

Social Security Full Retirement Age Rises in 2017

For the first time since 2005, the Social Security full retirement age (FRA) will rise in 2017.

2016 Year-End Summary

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

Interviews with Bob About His Alma Mater

Our Bob Enright has made a couple of...

Avoid 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...

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...

Why “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.