Throughout history, investors have discovered numerous ways to accidentally increase risk and reduce returns in portfolios. When people think about the acts that lead to long‐term poor performance, the two […]
Finding Value in the S&P 401
Today more than ever, there are widely varying opinions about the valuation of U.S. equities. Some believe equities are expensive on a ten-year earnings basis. Others think equities are expensive […]
The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”
2015 was a difficult year for most investors and essentially all asset classes. A few of the only ways to make money in 2015 were to either be long the […]