In researching financial markets, investment trends and investor behavior, we leave no stone unturned to bring you a thoughtful, well-informed point of view.

SIGN UP

THE SUM


Knowledge + care + discipline bring you peace of mind


Click the links below to read more—and please let us know what you think.

Row the Boat

Investing and saving are not abstract endeavors. Most people are investing or saving for a reason, most commonly in anticipation of their retirement. While there is a daily gusher of material and opinion on investing and the financial markets, much of it is an attempt to get readers, viewers or internet clicks. Saving money to invest gets much less attention.

READ MORE

The Borrowers

Most people think investing is all about money, but actually, it is more about time. What is investing, after all, but the shifting of consumption through the years?

READ MORE

Annual Chart Through 2017

Below is our annual listing of different asset returns (large U.S. stocks, small U.S. stocks, foreign stocks and U.S. bonds) with a box around the best-returning asset for each of the past 52 years.

READ MORE

Indexing: A Love Story

Readers of a certain age may remember Love Story, the best-selling and top grossing film of 1970, written by Ivy League classics professor Erich Segal. The last, most famous line from the pop culture melodrama is “love means never having to say you’re sorry.”

READ MORE