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"The Intelligent Investor" by Benjamin Graham notes

"The Intelligent Investor" by Benjamin Graham notes

These are notes from The Intelligent Investor, one of the most important books ever written about investing. Written by Benjamin Graham, Warren Buffett's mentor and professor at Columbia, it provides the margin of safety concept as well as the intellectual framework for many of our investment strategies. It outlines how one should think about the relationship between price/valuation and returns, as well as our approach to managing portfolios through market fluctuations. The chapter, The Investor and Market Fluctuations, should be considered required reading.

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Progress: 401(k)'s Have Simply Gotten A Whole Lot Better

Progress: 401(k)'s Have Simply Gotten A Whole Lot Better

It is pretty easy to focus on what is wrong with our defined-contribution retirement system. Lots of employees still do not have access to workplace retirement plans. Fees can be too high, especially for workers at smaller firms. Sometimes employees face making complex decisions with relatively little guidance. Many of us do not save as much as we should for retirement. All of these things are true.

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Target Allocation Portfolios Brochure

Target Allocation Portfolios Brochure

Life and work are so busy these days, its no wonder that investment planning often falls to the bottom of the list. Your plans Target Allocation Portfolios offer a single-choice approach to retirement investing and an easy way to achieve immediate diversification based on your risk profile...

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Client Letter May 2015

Client Letter May 2015

The Road Less Travelled

Robert Frost’s famous poem, while not written with financial markets in mind, is nevertheless one for investors to consider. It is particularly relevant when investing in markets that are demonstrating strong trends that appear to have no end in sight. Eventually money will cycle around to the "road less travelled."

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Minimizing Investment Taxes

Minimizing Investment Taxes

Too often the industry avoids talking about one of the most important aspects of maximizing your long-term investment results: minimizing taxes.

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Understanding the Different Types of Retirement Plan Fiduciaries

Understanding the Different Types of Retirement Plan Fiduciaries

The Employee Retirement Income Security Act (ERISA) defines the roles and responsibilities of various fiduciaries for defined contribution retirement plans. In this article, we will attempt to clarify what some people consider to be a confusing situation.

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TWM Rethinking 401(k) Participant Education

 

Our objective was to better understand the 401(k) participant mindset and find the best ways to promote engagement with their company-sponsored retirement plan.

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TWM Rethinking 401(k) Participant Education

TWM Rethinking 401(k) Participant Education

Our objective was to better understand the 401(k) participant mindset and find the best ways to promote engagement with their company-sponsored retirement plan.

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Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

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Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

...
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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

...
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What Defines Long Term Investing?

What Defines Long Term Investing?

How long is long term? 

...
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TWM Diversification Process

TWM Diversification Process

But how does one go about diversifying a portfolio?

...
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Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

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Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

...
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Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

...
read more
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Don't Shoot Yourself in the Foot!

Don't Shoot Yourself in the Foot!

Investors can, by their own behavior, make stock ownership highly risky, says Warren Buffet at his recent annual shareholders' meeting.

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Age My Face: Strategies to Increase Savings, Change Behavior

Age My Face: Strategies to Increase Savings, Change Behavior

Did you know that looking at a picture of yourself ten to twenty years down the road might help you to be a better saver?

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Client Letter May 2015

Client Letter May 2015

Rethinking bond allocations

Winston Churchill once said "It would be a great reform in politics if wisdom could be made to spread as easily and rapidly as folly". The similarity with investing is uncanny.

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Thinking Aloud Blog

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