My easy-like Sunday morning reads: • Social Media: The Cornerstone of Financial Firms in the 21st Century (CFA Institute) • Are Private Equity Returns Overstated? (A Wealth of Common Sense) • Millennial Employees Confound Big Banks (WSJ) • Need to Hide Some Income? You Don’t Have to Go to Panama (NYT) • The US government has a $20.4 trillion retirement…
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Pour yourself a mug of French Roast, and settle into your favorite easy chair, and get ready for our longer-form weekend reads • Jamie Dimon on Finance: “Who Owns the Future?” (BloombergMarkets) • Alpha or Assets: Strategies should be built for alpha, not scale—but the asset management industry has gone in the opposite direction. (Investor Field Guide) • The…
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My mid-week, post Panama, offshore-free, morning train reads: • As an Investor, Osama bin Laden Was Bullish on Gold (NYT) • An Activism-Shy BlackRock Throws a Surprise Punch (Dealbook) • Wind and Solar Are Crushing Fossil Fuels (Bloomberg) • Why is the U.S. unwilling to pay for good public transportation? (Conversation) see also Don’t Dismantle Government—Fix It (American Prospect)…
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Pour yourself a robust mug of freshly ground and brewed Sumatra, settle into your favorite easy chair, and enjoy our longer form weekend reads: • The More Unique Your Portfolio, The Greater Its Potential (Investor Field Guide) • The Secret Money Behind ‘The Wolf of Wall Street’ (WSJ) • The Future of Twitter Q&A with Jack Dorsey (Bloomberg) see also How…
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My Two-for-Tuesday morning train reads: • How the Investing Industry Could Change (Motley Fool) see also The Tide Turns: Consumers are finally revolting against an outdated industry (The Economist) • The Great Divide over Market Efficiency (Institutional Investor) • Odd Lots: The Fraught Life of the (Dumpster-Diving, Chicken-Farming) American Short Seller (Bloomberg) • VC: “I think we’re in…
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Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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