What’s better than looking for needles? Owning the whole haystack
It’s true. Odds are, if you go looking for needles – those “next-big-thing” investments or the hot stock everyone’s talking about on TV, or at cocktail parties – you’re not going to get rich. There’s a high probability that you’ll lose.
We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is a much better way to invest. Our investment strategies are heavily influenced by the Nobel Prize-winning work of Eugene Fama. Fama’s work since the 1970s has focused on the central idea that markets are naturally efficient. Practically speaking, this means that by the time an investor hears a piece of news about a stock or fund, it’s highly likely that such news has already been factored into the price and, therefore, any advantage of knowing that news has effectively been eliminated.
Recommendations based on historical, observable market behaviors and prices takes emotion out of the equation – and leads to steadier, more predictable results over the long term.
Essentially, our investment strategy brings logic, transparency and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you can’t.
This investment approach helps you minimize costs, diversify your portfolio and build effective tax strategies. We show you how to take on only the right amount of market risk you need to take in order to achieve your financial goals.
What’s more, we help you understand the scientific evidence behind it all, helping you feel even more confident in the decisions we make together to best safeguard your financial future.