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10 Jul Endowment Index™ Gains 3.80% in Q2; + 8.94% YTD

Posted at 18:17h in Endowment Index™, Recent News by Admin 0 Comments

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Led by private equity and broad-based global equities, the Endowment Index™calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in...

07 Jun On Honesty, Do Robos have an Edge on Humans?

Posted at 16:39h in Investing by Admin 0 Comments

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Summary: In a fiduciary world, well-designed digital advice will outperform humans, argues UPenn legal expert. It's becoming a common refrain: The hybrid adviser model is the future of the business. Experts have...

24 Mar PROTECT YOURSELF FROM TAX SEASON FRAUD

Posted at 19:44h in Personal Finance, Uncategorized by Admin 0 Comments

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Unfortunately, tax season tends to be a haven for those looking to take advantage of unsuspecting individuals. Many times this can occur when someone tries to file a fraudulent tax...

30 Dec Do Better in 2017!

Posted at 23:55h in General, Neat Stuff by tim 0 Comments

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Perhaps no other tradition than ringing in the New Year does more for self reflection and the opportunity to break old habits and form new ones that can have a...

30 Dec Thank You

Posted at 23:07h in About Us, Financial Markets, General, Recent News by tim 0 Comments

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While not without some volatility and market challenges such as the early year swoon and the "Brexit" scare, 2016 is ending on a high note for investors. Most major US...

13 Oct New Book Encourages Investors to Join the “Index Revolution”

Posted at 20:05h in Investing by tim 0 Comments

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Charley Ellis' new book "The Index Revolution: Why Investors Should Join It Now" discusses how the investment landscape has changed and how investors are better served with passive, indexed strategies...

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10 Jul Endowment Index™ Gains 3.80% in Q2; + 8.94% YTD

07 Jun On Honesty, Do Robos have an Edge on Humans?

24 Mar PROTECT YOURSELF FROM TAX SEASON FRAUD

30 Dec Do Better in 2017!

30 Dec Thank You

13 Oct New Book Encourages Investors to Join the “Index Revolution”

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