Misaligned Values

Misaligned Values

From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...

B is for Beta

A few weeks ago, we provided a brief introduction to the concept of investment “alpha.” Now that school has resumed across the country, we’ll turn our attention to the next letter in the Greek alphabet, “beta.” You’ll recall that alpha (denoted by the symbol α) is a...

Revisiting the Alphabet

Summer is beginning to wind down and kids will be returning to school over the next several weeks. It’s probably a good time for those of us no longer in school to review the alphabet. However, we will do so in the context of investing. We will start at the beginning...