It’s always something!   —Roseanne Rosannadanna For over 38 years, from January...

I ended last month’s article on performance expectations by asking the question,...

Last year was challenging for investors. The broad stock market averages—the S&P...

John C. “Jack” Bogle, the founder and former chairman of the Vanguard...

During our traditional period of family gatherings, parties with friends, religious celebrations,...

As I pointed out in last month’s Asset Class, raw intelligence alone...

It is not enough to have a good mind; the main thing...

Our industry has a long and persistent habit of characterizing up and...

Diversification has been called the only free lunch in investing. This idea...

Over the past couple of years, there has been a parade of...

Treat yourself like someone you are responsible for helping. This is the...

Equius clients know that our asset class investing strategy has its roots...

The ink had hardly dried on last month’s Asset Class (“Is It...

Eric, a former colleague at Equius, moved back to Oklahoma City for...

Tim Slattery, an advisor friend of ours, starts out a meeting with...

After a period of relative calm in the markets, in recent days...

We are entering 2018 on solid ground as asset class investors. The...