Some Advice for Active Equity Managers
This week marks the 42nd anniversary of the founding of Vanguard Group Inc. by Jack Bogle in 1975. That date made me think about...
RWM Coming to Silicon Valley!
Last week, I mentioned that Masters in Business was coming to Silicon Valley. We have now confirmed the during the week of May 7th,...
Michael Kitces + Josh Brown = Great Podcast!
Michael Kitces and Josh Brown haver a killer conversation that is must-listening for anyone in the Investment Advisory business:...
World Stock Markets Relative Sizes: 1899 vs 2016
Ben Carlson is your must read of the morning The U.S. has gone from making up 15 percent of the global stock market to more than 50...
The Retail Financial Advice Industry
Via Morgan Rochard of Origin Wealth Advisers, is this handy graphic showing the spectrum of advice investors can expect from various...
Should You Invest in India (and how?)
My partner Josh Brown sets the record straight: The “Halftime Report” traders discuss how portfolios should be allocated...
Last Call! RWM is Coming to Texas!
The weather has been unseasonably mild in NY — 70 degrees in February? Regardless, we are getting out of dodge and heading to...
What’s Pricier: Stocks or Bonds?
Something I try to stress in these columns is the importance of a valid process. Sure, I have a fondness for behavioral economics, but...
Best Markets Since 1900?
What has been the best performing markets over the past century plus? click for ginormous graphic Source: Bloomberg
MIB: Charley Ellis
This week, I speak with Charley Ellis — Chair of the Yale Endowment, Vanguard Board member and founder of Greenwich Associates. This is...