Thoughtful, evidence-based investing.

It’s time. Let’s set up your daughter’s college fund.

Restricted stock is a big part of your portfolio. Are you managing it effectively?

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Let’s put a little more emphasis on research, data, and statistics.

You and your husband have 2 brokerage accounts, 3 IRAs, and multiple 401k’s, and not all with the same company. Let’s get organized.

Selling your business? Let’s make the most of your windfall by investing strategically.

Value and Momentum: April 2014

One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look […]

March 2014

Tax Time Reminders. Are Markets Efficient?

Are Markets Efficient?

When I tell people that I use index funds and ETFs to build my clients’ portfolios, they seem a bit surprised that I would consider markets to be efficient. Many […]