The Greatest Value Investor You’ve Never Heard Of
Brandon Beylo (Macro Ops) “We can have no finer role model. First and foremost, he was a value investor — a member of that eccentric tribe that believes it’s better Read More
Google Director Of Engineering: This is how fast the world will change in ten years
Michael Simmons (Accelerated Intelligence) It wasn’t supposed to be like this. Futurists from the 20th century predicted that labor saving devices would make leisure abundant. According to the great economist Read More
Securities Lending
Cambria Securities lending is a long-held practice whereby ETFs make loans of stocks or bonds to seek an incremental increase in returns for fund shareholders. While not without risk, securities Read More
5 ways to make LinkedIn love you like your mom does
By Sara Grillo If you aren’t getting the results on LinkedIn that you want and you have no idea why, read this article. I’m going to discuss who LinkedIn likes Read More
The Lost Art of the Handwritten Note
by Gil Baumgarten I am an introvert and have never been a hard prospector. Despite this, I built a billion-dollar solo advisory practice in 10 years, although I did have Read More
What to do when your LinkedIn posts are going nowhere
By Sara Grillo A common question I get from financial advisors is, “I’m posting to LinkedIn and getting crickets.” Contrary to what is taught, success on LinkedIn isn’t about how Read More
A Playbook to Combat Planning Resistance
Successful retirees solely managing their own complex portfolios are setting heirs up for a challenging hangover. Jonathan M. Bergman (TAG Associates) Martin, a business acquaintance in his mid-70s, was diagnosed Read More
ETF Tax Efficiency — The Other ETF Magic Trick
One of the substantial advantages of ETFs for market participants in the United States is their tax efficiency. The structure of exchange-traded funds—specifically the way in which shares are created Read More