How Can You Perform Better? Do Less

Working hard is important, but many studies and my experience suggest that, to perform better, we should slow down and do less. I wrote about this subject not long ago in a post titled, To Think Better, Goof Off and Go For A Walk . After returning from today’s morning walk, what did I find as … More How Can You Perform Better? Do Less

Fiduciary Commitment and Why It Matters

Strong Fiduciary Commitment – Why It Matters to Both Investment Firms and Investors In a sad follow-up to a previous post, it seems like the somewhat two-faced arguments of the investment industry have for now, won the regulatory day. With the death of Department of Labor Fiduciary Rules, my sad bet is that confusion is … More Fiduciary Commitment and Why It Matters

Are We Spending Too Much Time Selling Alpha?

I wrote this in 2014, and my feelings on this subject have grown even stronger over time. I’m keeping this very short in the hope that all will click the link below and then provide comments. Are We Spending Too Much Time Selling Alpha?

Are We Spending Too Much Time Selling Alpha?

An article in the NY Times titled “The Oracle of Omaha, Lately Looking a Bit Ordinary”, got me thinking. Are the words in the image above what really adds value to relationships? The NY Times story, by Jeff Sommer, highlights research by Salil Mehta, on his blog Statistical Ideas, about the virtues of index investing. … More Are We Spending Too Much Time Selling Alpha?