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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
What if tomorrow never comes?
By ALAN SMITH, CEO of Capital Asset Management My first contact with Stephen was when he called Capital in the Spring of 2016. He explained that he and his wife Carol were previously advised by a firm of financial planners, but...
Booth and Fama: a 50-year friendship that changed investing
By DAVE BUTLER, Co-CEO of Dimensional Fund Advisors When David Booth first stepped into Gene Fama’s class at the University of Chicago, he expected to one day join him as an academic. That was David’s plan. On the first day of...
If you don’t ask, you don’t get
By JASON BUTLER I recently heard the multimillionaire property investor and training entrepreneur Rob Moore speak for 2.5 hours at his Mind & Money event. I found Rob to be engaging, honest, insightful, and inspirational. While my personal values and financial...
Robin’s Reads, Week 41, 2019
Week 41. By ROBIN POWELL We’ve reached the end of another week already. Here are the articles that caught my eye these past seven days. INVESTING How might markets react to a Presidential impeachment? (Ben Carlson) The sun won’t carry on...
Six things politicians could do to help investors
Pensions crisis. By ROBIN POWELL I’m excited to be involved in a new initiative called the Financial Suitability Forum. Founded by the Australian financial services entrepreneur Paul Resnik, the forum aspires to be “a gathering place for members of the financial services...
Is customer loyalty costing you money?
By LESLEY GREGORY The call centre operator congratulated me yesterday on the number of years I’d been a customer. But having all my household insurances with the same company for all those years is not necessarily a good thing. A new...
