Oxstones Investment Club™In 1986, Gary P. Brinson, L. Randolph Hood, and Gilbert L. Beebower published a study about the effects of asset […]
Expert GTC 3 – White Paper
expertGTC3_WHITE_PAPER_v 2 – Link to the white paper on ExpertGTC3 Every financial advisor can use the ExpertGTC3 as a tool […]
video presentation of the expertGTC3
expertGTC3 Investment Planning and Monitoring System. Mathematically Optimised. True Personalisation. Guards your core portfolio Video Link
Thankfully, Software Is Eating The Personal Investing World
By Nick Shalek, From Tech Crunch, Liquidity fever is in the air in Silicon Valley. I felt this viscerally last […]
APREA Rates Asia’s REITs
The Asia Pacific Real Estate Association (APREA), which promotes and represents the real estate asset class in Asia, this week […]
Charles Ellis and Peter Bernstein: On Risk and Winning the Loser’s Game
by Consuelo Mack, WealthTrack, advisoranalyst.com/glablog/2012/03/29/charles-ellis-and-peter-bernstein-on-risk-and-winning-the-losers-game/#ixzz1qqKfEDJr CONSUELO MACK: This week on WealthTrack– how you can win in what one of our […]
The Alternative Warren Buffett
By Morgan Housel, Motley Fool, Writing in the Financial Times in 2008, John Kay put Warren Buffett’s success into simple […]
This asset class looking ‘damn attractive’ to wealthy clients
With inflation looming, the rich are pouring money into commercial property; cheap prices When Sumeet Parekh bought a retail property […]
Wealthy U.S. Individuals Invest in Commercial Property in Quest for Yield
By Margaret Collins, Bloomberg, When Sumeet Parekh bought a retail property in Manhattan’s TriBeCa neighborhood in January, individual investors provided […]
A Portfolio to Keep Income Flowing
by Tom Lauricella, WSJ, While pension funds are increasingly seen as relics from a bygone age, they can still teach […]