Foundations & Endowments

January 21, 2020

Economic Update January 2020

By John E. Silvia

A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.

December 18, 2019
Man Looking From a Cliff at Mountains and Horizon

Ten: A Deceptively Convenient Round Number

By: Robert R. Shaw

Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.

November 12, 2019

Climbing the Latest Wall of Worry

By: R. Wade Austin

Yikes!  The U.S.-China trade war, negative interest rates, twin yield curve inversions, Brexit confusion, a global economic slowdown, U.S.

September 27, 2019

Economic Update September 2019

By John E. Silvia

Five economic fundamentals provide a basis for good due diligence when considering the structure of your investment portfolio.

June 4, 2019

What do Horse Racing and Investing have in Common? There’s No Sure Bet!

By: Jeanne Kelsey Fritchley

For those who watch the big thoroughbred races this time each year, you’ve witnessed history. 

January 4, 2019

The Folly of Ratings

By: Dustin Barr, CFA

As humans, we are innately wired to repeat behaviors that have proven beneficial. 

September 5, 2018

Better Betting with Warren Buffett

By: Dustin Barr, CFA

On January 1, 2008, Warren Buffett entered into an agreement with hedge fund firm Protégé Partners (then run by Ted Seides). 

May 3, 2018

Bunching Charitable Deductions Under the New Tax Law

By: Dave Perkins J.D., CPA, CFP®

Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.

February 6, 2018

The Recent Market Correction

By: Dustin Barr, CFA

Following the Philadelphia Eagles big Super Bowl win, it seems only appropriate to lead with a Jack Bogle quote (Vanguard is headquartered in the greater Philadelphia area). 

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