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Chalk Talk: June 2016

 “I’ve never met a backtest I didn’t like.” – William Sharpe Most people approaching or already in retirement have a desire for their investment portfolio to do three things, almost without exception: 1. Generate income to supplement other sources of cash flow such as pensions and social security 2. Grow over time to outpace inflation 3. […]
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Chalk Talk: August 2015

“It’s not what you don’t know that gets you in trouble. It’s what you know for certain that just ain’t so.” – Mark Twain We’re big believers in the notion that avoiding bad behavior will dictate long term investing success,and that managing behavior during volatile periods can be at once the biggest challenge and the […]
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