Rigorous analysis + creative thinking
We believe that our approach to wealth management should be as hard-working as our clients are.
There’s strength in simplicity, and we stay focused on meeting clients’ investment needs through a structured approach.
OUR CORNERSTONES – CLICK TO EXPAND
As a Dimensional Fund Advisors-approved firm, we leverage their academic research and factor-driven approach in our investment themes within the public markets. We complement this with our own independent research to build portfolios and solutions that have been vetted over time by both academics and practitioners.
Thankful givingNovember 25, 2017
The curious case of market volatilityNovember 6, 2017
TWS Q3 2017 Investor PerspectivesOctober 17, 2017
Boldface for the Equifax Data BreachSeptember 18, 2017
You Need a PlanSeptember 5, 2017
Protected: Burnham Law Firm 401(k) PlanAugust 21, 2017
Location, location, location…August 16, 2017
Q2 CommentaryJuly 24, 2017
What’s the Value of a Financial Advisor? (And How Do You Find a Good One?)June 28, 2017
Getting Under the HoodJune 19, 2017
Pomp, circumstance, and 529sMay 24, 2017
Is the Reflation Trade DOA?May 11, 2017
So what you’re implying here…April 27, 2017
The Upside DownApril 4, 2017
So this CFO walks into a bank…March 23, 2017
More jobs than you can shake a stick at.March 13, 2017
BAT, man.February 24, 2017
The Bond Box Canyon (or a quote from Goldfinger)February 7, 2017
4th Quarter Investor Perspectives and 2017 OutlookJanuary 26, 2017
Retirement Income Strategies (a gentle primer)January 17, 2017
The “weak” before Christmas?December 23, 2016
The cash balance plan: Accelerated savings for business ownersDecember 15, 2016
Trumpamania…?November 28, 2016
You’re November 11, 2016
Join us as we share our thoughts on planning, the markets, and other bits of research that spark our curiosity.
These posts are for educational purposes only, and are not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. We often display hypothetical results based on backtests. The results of our simulations should not be relied upon for predicting future performance and is not a guarantee of actual performance.