Hierarchy of Portfolio Success
Ranking What Helps or Hurts Investment Returns The key is knowing which ones are subject to human intervention. Bloomberg, June 11. 2018...
What Determines How Well Any Portfolio Performs?
I have been thinking about an intriguing issue: Where do returns come from? No, not which Fama-French factors are a source of...
Is Smart Beta Having Performance Issues?
Smart Beta Performance Isn’t Worth the Cost The higher fees offset sporadically better returns. Bloomberg, June 8, 2018 ...
Welcome, Blair duQuesnay!
I am thrilled to welcome the latest addition to the RWM team, Blair duQuesnay. I have known Blair for over 15 years (we both worked in...
Vanguard Institutional Advisor’s Alpha
Light posting/tweeting today, as I am deep in Pennsylvania at the Vanguard Institutional Advisor’s Alpha in Malvern, discussing...
More on Performance Fees vs. Beta
Yesterday, I discussed changes in the fee structure of hedge funds. In researching for the column, I reached out to several different...
Don’t Put Half of Your Net Worth Into Anything
A Billionaire Makes a Classic Investing Error Concentrating in a single asset class can be an invitation to trouble. Bloomberg, May 3,...
Carlson: Misconceptions About Individual Bonds vs. Bond Funds
Ben Carlson is Director of Institutional Asset Management at RWM. His explanation of the differences between bonds and bond funds is...
MIB: Making the Switch From Law to Finance
Matthew Kadnar, this week’s guest on Masters in Business, had a good career going as a lawyer. He was a senior associate at Melick...
RWM: Chicago, Here We Come!
click for more info on our Chicago office We are Chicago bound tomorrow! Me, Kris Venne (our director of financial planning),...