Two decisions: the right time to buy stocks and the motivation to do so. Two more decisions: the right time to sell stocks and the motivation...
READ MOREHow we benchmark performance
by Jon Sevenker | Mar 2, 2016 | Investment Management, P&A Articles
A long time ago, we figured out if you want to earn the trust of someone, you need to look them in the eye, and be open and honest, which is...
READ MOREWhat is performance?
by Jon Sevenker | May 5, 2015 | Investment Management, P&A Articles
If we were hiring a financial advisor, one of the first questions we’d have for them is “what’s your track record?” Prove to us you know what...
READ MOREWhy we run diversified portfolios
by Jon Sevenker | Mar 12, 2015 | Investment Management, P&A Articles
As early as the 17th century there was the advice to not put all your eggs in one basket. Taking the opposite stance was Mark Twain, who said:...
READ MORE