54: Investing When Fundamentals Don’t Matter Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical… Read more
52: The End of History (Again) The financial crisis that began almost five years ago is still with us and we are still dominated by the… Read more
51: Prudence Versus Returns Investors strive to act prudently and to generate good risk-adjusted returns. But what happens when these two objectives are in… Read more
50: No Gold Digging for Me This paper examines gold’s history, discusses the myths and facts about gold and considers the reasons (both irrational and rational)… Read more
49: The Outsourced CIO Model Over the past decade, and accelerating rapidly in the last few years, the so-called “outsourced Chief Investment Officer” model for… Read more
48: Best Practices Trusts In White Paper No. 48, we recommend that families who use trusts (or who are considering establishing trusts) evaluate the… Read more