What Historical Inflation Clusters Tell Us
Inflation Clusters. If history is a guide, we will deal with high inflation for many more years.
Why the 60/40 is Not Dead, Will Never Die, and Why You Can't Kill It
Styles change, it is true, but investing objectives do not.
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?
The 60/40 Portfolio Will Outlive Us All
Balanced investing is the golden ratio of our industry. It has lived 90 years. It will outlive us all.
Diversification Works for Bonds
A fully diversified portfolio of bonds outperformed during rising interest rates surprisingly often
The Rise of Passive and Indexed Investing, and its Effect on Market and Liquidity Risk
A candid and detailed look at the many potential risks of indexing from an indexed fund manager
Dear Ms. Yellen, I Don’t Care What You Do
The industry is wrong, rising interest rates are not bad for investors
Interview with CNBC about IRAs
Jennifer Woods interviews Andy Martin about IRA features
Strengthen Client Relationships by Determining if They Are Cargo, Passenger or Co-Pilot
Clients and advisors need to evaluate what kind of relationship they have for better success
Live at the FA Magazine Inside Alternatives conference
If the world has a problem we got a solution
How Not to Hire an Investment Adviser
Forget about his golf handicap--trust is the most important criteria.
The Great War, the NYSE and a Legacy of Strength
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.
Bursting the Bond Bubble Babble
There is no bond bubble. Anxieties around rising interest rates are overblown.
Must Bond Investors Fear Rising Interest Rates?
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.