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Principles for Investment Success Whitepaper

Principles for Investment Success Whitepaper

Our time tested keys to investment success.

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Featured

The High Cost of Thinking Short-Term

The High Cost of Thinking Short-Term

This article from Sunday’s New York Times updates data we've reported in the past about the Performance Gap suffered by the average mutual fund investor.

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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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" The Intelligent Asset Allocator" by William Bernstein notes

" The Intelligent Asset Allocator" by William Bernstein notes

William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.

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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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Einstein: Compound Growth the Most Powerful Force

Einstein: Compound Growth the Most Powerful Force

Albert Einstein called compound interest the most powerful force in the universe.

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Featured

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 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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The Illusion of Stock Picking Skill

The Illusion of Stock Picking Skill

 I first visited a Wall Street firm in 1984. I was there with my longtime collaborator Amos Tversky, who died in 1996, and our friend Richard Thaler, now a guru of behavioral economics.

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Stock Market Corrections: What History Says

Stock Market Corrections: What History Says

Many individual investors sell when the market declines out of fear it will never come back. The data actually says the opposite...

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Six Wall Street Moves You Should Never Emulate

Six Wall Street Moves You Should Never Emulate

 Key Takeaway: You should never try to emulate Wall Street investors who have a history of repeating these bad mistakes:

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Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

The markets have been on a tear following the recovery from the financial crisis—with some pundits saying a market correction is due. Here’s how to prepare yourself. 

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Indexing Rules, But Don't Call Us Indexers

Indexing Rules, But Don't Call Us Indexers

It seems like the world has suddenly discovered that index funds are the way to go. Here are links to two recent New York Times articles citing new research on the subject:

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Overconfidence Hurts Results

Overconfidence Hurts Results

 Every other morning, a good friend of mine who is a triathlete goes to the local pool for lap swim before going into work. There are three lanes: slow, medium and fast.  Which lane do you think is the fastest? Turns out it’s not the fast lane.

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Study: the Most Successful Investors Trade the Least

Study: the Most Successful Investors Trade the Least

After analyzing 325,000 investor portfolios, SigFig finds that investors who trade frequently actually see lower returns than their peers who are more hands-off... 

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What's Wine Got to Do With It? Investment Behavior and the Lure of High Prices

What's Wine Got to Do With It?  Investment Behavior and the Lure of High Prices

Experiments show we are hard-wired to let our emotions steer financial decisions, often in the wrong direction...

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Behavior Gap: Ignoring the Noise of the Market

Behavior Gap: Ignoring the Noise of the Market

Last week was uncomfortable for market watchers.

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