Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.


Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Featured Posts

Our Investment Philosophy

Guided by a strong belief in markets, we help our clients pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, strong client commitment, and a robust connection with the academic community underpin our approach.

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The Greek Debt Crisis & the Chinese Stock Market Sell-Off

Events in Greece and China have been the overwhelming focus of investors worldwide in recent weeks. You may be wondering how the Greek crisis and suspension of trading in China will affect your portfolio and long-term investment objectives. Below is some background and insight about each country.

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