Yearly Archives: 2013

Listed Private Equity: From Skeptic To Believer

This article was originally published on Seeking Alpha. Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no…
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Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)

This article was originally published by the CFA Institute. For those who are overwhelmed by the choices in their 401(k) plans, this article offers tips about portfolio construction from the perspective of an investment adviser. As a fee-based investment adviser, I help clients select investment solutions that improve their chances of achieving their goals. Those…
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The Role Of VQT And PHDG In Diversified Portfolios

This article was originally published on Seeking Alpha. Disclosure: I am long VQT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. By Jessica Rabe and…
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Blending Alpha And Beta: Building A ‘Mini-Endowment’

This article was originally published on┬áSeeking Alpha. Disclosure: I am long SCHB, SCHD, SCHF, DEM, SCHZ, LQD, HYG, SCHP, SCHH, IAU, AMJ, VQT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose…
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