Foundations & Endowments

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). 

June 19, 2017

What We Learned from Investing Legends

By: Dustin Barr, CFA

Being a relatively large independent investment firm has its benefits. 

August 27, 2016

Investing in Uncertain Times

By: Dustin Barr, CFA

“If you were to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY.”

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