Foundations & Endowments

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.”

July 27, 2016

Election Politics and the Stock Market

By: Dustin Barr, CFA

This presidential election cycle promises to be one of the most bitterly contested campaigns in our lifetime. 

Account Access