Articles / Media appearances
You might recognize ESG as a marketing refresh of SRI - Socially Responsible Investing, which gained limited popularity in the 1990s. Same idea, new name.
So, how does ESG perform as an investment?
Balanced investing is the golden ratio of our industry. It has lived 90 years. It will outlive us all.
A fully diversified portfolio of bonds outperformed during rising interest rates surprisingly often
A candid and detailed look at the many potential risks of indexing from an indexed fund manager
The industry is wrong, rising interest rates are not bad for investors
Jennifer Woods interviews Andy Martin about IRA features
Clients and advisors need to evaluate what kind of relationship they have for better success
Does Risk = Reward? No. FInd out why (start at minute 21:00)
If the world has a problem we got a solution
Forget about his golf handicap--trust is the most important criteria.
The NYSE closed longer during World War I than any other time in history, but the shared virtues of the exchange, the media, and politicians are a model for today's less genteel time.
There is no bond bubble. Anxieties around rising interest rates are overblown.
When interest rates go up total return goes up, not down. A surprising revelation about what really happens during risng rates.
Too many advisors and investors are still stuck doing 60/40 asset allocation plans. Try five asset classes instead.
We live in a debtor world. As such, bonds are the largest asset class. See in one picture how they measure up.
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates.