May 23, 2022 — It can feel like 2022 has been a bad year for investing so far - but in terms of what really matters, most investors are better off than at the end of 2021.

November 20, 2017 — The 12-month winning streak of the stock market through the end of October reminded me of a Friday afternoon on the Salomon trading floor...

September 25, 2019 — "Home Bias" refers to the trend of investing more in one's own market than necessary. The question is: if everyone's doing it, does the bias cancel itself out?

May 3, 2022 — It can feel like 2022 has been a pretty bad year for investing so far - but, in terms of what really matters, most investors are better off than they were at the end of 2021.

December 9, 2016 — You can invest in only two assets: 100% risk-free assets, or 10% risk-free assets and 90% equities. What sort of returns would make you choose B?

September 12, 2017 — When it seems like equities aren't what they used to be, it’s natural to consider reducing exposure.

December 19, 2019 — For those with funds invested in brokerage assets or cash, here's the best way to fund your account with Elm.

June 29, 2016 — We offer US taxable investors a choice: a SMA at Fidelity, or the Delaware private Fund. In this note, we'll discuss the main differences between the two.