Retirement
What’s the Best Retirement Age for High Achievers?
Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.
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Award
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.
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Compound Returns
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...
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Legislation
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.
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Globalization
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...
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Bottom Up
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...
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Emerging Markets
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...
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behavioral bias
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.
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Children
Financial Advice for Your Child
Here is a wonderful blog post by Morgan Housel on financial advice he hopes to one day give his...
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Correlations
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...
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