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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...
Always seek a second opinion
The world is full of people telling you what to do with your money, whether it is a stranger in a bar, a well-meaning colleague at work, or a hard-sell merchant in a television advertisement. But before you act on any of...
What degree of corruption is acceptable?
By JOACHIM KLEMENT A little while ago, I was reading an article in the Texas Observer on Mexican politicians moving the bribes they collected to Texas and the United States. Ironically, when some of the middlemen became indicted, both the corrupt politicians...
The 1% advice fee is toast
By ROBIN POWELL There was an excellent piece by Neal Templin on financial advice fees in the Wall Street Journal the other day. The question he was exploring was whether it’s time to say goodbye to the 1% advice fee....
Factor drift: what it is and how to tackle it
You may be familiar with style drift — the tendency of active fund managers to diverge from their stated investment style or objective. A related issue is factor drift. Over time the factor exposures inherent in stocks also tend to...
Can you change your mind about money?
The biggest contribution you can make to your financial wellbeing could be reframing the way you think.
Don’t be fooled by private equity returns
By LARRY SWEDROE Since its inception in the 1970s, the private equity (PE) industry has grown significantly. According to Preqin’s 2020 Private Equity & Venture Capital Report, there are now more than 18,000 private equity funds, with assets under management...
