November 5, 2015 — Different investment styles can mean that taxes can matter more than fees or performance - and for high-rate investors, that can have a huge impact.

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

February 27, 2024 — There’s been a lot of excitement about BOXX, a new ETF designed to give investors short-term returns with the tax character of long-term capital gains...but is there a catch?

July 14, 2021 — We're often asked if the concentration of a few companies at the top of the S&P500 is something to worry about. For us, it's a "no" on three counts...

May 13, 2020 — We tend to assess our net worth by the market value of our assets - but it might be more natural to think of it as a stream over time.

July 7, 2022 — Bitcoin isn't an inherently good or bad investment - but said investment can turn sour quickly if you're not paying attention to sizing.

December 11, 2017 — In our ongoing writing on investment sizing and portfolio choice, we recently published two articles that discuss the Sharpe Ratio in building portfolios.

December 2, 2016 — It's time to dispel a myth about indexing: investing in index funds or ETFs will unintentionally increased the market's aggregate mis-valuation.

March 23, 2022 — In a recently-published article in the Journal of Derivatives, we ask whether or not options make sense for a broad class of investors.

August 20, 2019 — US equities have consistently outperformed non-US equities over the past decade - so, what exactly does this mean for investors?

September 26, 2017 — From The Economist: "Who wants mediocrity?"