The Margin

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Building Better Benchmarks

Spencer Seggebruch

Selecting an appropriate benchmark is the first step in being able to effectively communicate with investors. How to tell if a benchmark is appropriate? This standard list from (Bailey, 1998) is a helpful starting point for finding a benchmark that is consistent with a manager’s investment process: Unambiguous – The…

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Emotional Investing

Curtis Auffenberg

Attempting to predict future market price movements is difficult to do and even more difficult to replicate reliably.  A well thought out and disciplined investment plan is a wise option for an investor who may not have the time or expertise to develop and execute a unique investment strategy on…

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Job Hopping Should Not Stop You From Contributing To Your Retirement Plan

Curtis Auffenberg

  Too often when friends and younger family members ask me what I do for a living, and i tell them I work with retirement plans, I hear the reply “Oh I have been meaning to start one of those” Millennials (born in the early 80s through mid 90s) in particular…

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Equal Weighting Educational

Weighing your Options Appropriately

Spencer Seggebruch

In June, we learned from our experiment that historical return is not a good predictor of future performance and that chasing after returns, year after year, can be detrimental to your account’s value.  If you didn’t get a chance to read it, you can find it here. This month, we’ll…

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