I’m a big fan of the music service Spotify. Their algorithms have...

Once your asset mix is established and we’ve selected the best investment...

The investment industry over the past 40 years has evolved in ways...

Last month, I wrote about the importance of portfolio structure at the...

Since 1993, Equius has followed a set of foundational investing principles based...

Every year, I update a unique investment image I call the Index...

As many of you know, I have been a consistent critic of...

Small cap and value stocks have surged over the last few months...

On March 24, Jeff and I penned letters offering perspectives on the...

Your actual experience with an asset class investing strategy like ours will...

Or, So You Want To Be A Speculator? Through October 13, the...

“History doesn’t repeat itself, but it often rhymes” — Mark Twain  One of...

Warren Buffett discussed the folly of backward-looking investing during the “Nifty Fifty”...

Since I wrote about the Stockdale Paradox in the May issue of...

Any investor thinking about giving up on large and small value stocks...

I was in high school during the 1973-1974 economic recession. OPEC, crazy...

We have experienced one of the most feared risks of stock investing:...

Last month, I discussed a set of principles that form the foundation...

Warren Buffett would love Equius if he knew about us. Yes, the...

Sitting at our desks in November 2018, we could only marvel at...