servantcapital
A Financial Plan is Not Just a Document
Financial Planning is a learned behavior. It starts with planning, but it also includes saving, investing, maximizing expected return,...
Search
servantcapital
- Feb 7, 2020
- 1 min
Investment Philosophy in 5 Books
A lot of books have been written about investing. The problem is, most of them are not very good. There are not many great books about...
38 views0 comments
servantcapital
- Jan 31, 2020
- 1 min
What is Wealth Planning?
At Servant Capital, we believe Wealth Planning means a holistic approach to multi-generational wealth transfer, investment management,...
31 views0 comments
servantcapital
- Jan 24, 2020
- 1 min
Tax Efficient Investing
How tax-efficient is your investment portfolio? While most things in investing involve trade-offs (risk vs. return), I think everyone can...
29 views0 comments
servantcapital
- Jan 17, 2020
- 1 min
What's Your Investment Philosophy?
At Servant Capital, we take a long-term approach, based on academic research, focused on four dimensions of higher expected return. Check...
7 views0 comments
servantcapital
- Jan 10, 2020
- 1 min
Retirement Planning
For those whose New Year's resolutions include saving more for retirement in 2020, check out my thoughts on Retirement Planning. As with...
9 views0 comments
servantcapital
- Jan 3, 2020
- 1 min
New Year, New Resources
Happy New Year! With the first few posts this year, I wanted to highlight some free financial planning resources available on my website:...
15 views0 comments
servantcapital
- Dec 20, 2019
- 2 min
Great Company, Not So Great Investment
Apple is the most valuable company in the US, with a market cap of $1.3 trillion. Apple’s stock is up 78% this year. What’s new with...
27 views0 comments
servantcapital
- Dec 13, 2019
- 2 min
The Real Costs of Trading
With ETF management fees near zero, and online brokerage platforms now charging $0 trading commissions, one might wonder how the discount...
18 views0 comments
servantcapital
- Dec 6, 2019
- 2 min
Alignment of Interest
Do you know what’s in your financial advisor’s investment portfolio? What if he has moved into cash, trying to time the market, while...
21 views0 comments
servantcapital
- Nov 29, 2019
- 2 min
Multiple Inequality
Income inequality has become a hot political topic in recent years. There is a growing gap between the richest and the poorest in our...
28 views0 comments
servantcapital
- Nov 22, 2019
- 2 min
Digging Deeper on Factor ETFs
Last week I wrote about looking beyond the ultra-low-cost ETF that tracks a basic index. One logical next step might be sector-focused...
18 views0 comments
servantcapital
- Nov 15, 2019
- 2 min
Hidden Costs of Ultra-Low-Cost ETFs
We are in a race to the bottom in fees in the asset management industry. The largest online discount brokers have all reduced commissions...
22 views0 comments
servantcapital
- Nov 8, 2019
- 2 min
Worst Investment Vehicle Ever
It is well documented that hedge funds as a group have underperformed the total stock market over the long run. Yet hedge fund managers...
15 views0 comments
servantcapital
- Nov 1, 2019
- 2 min
Flat Fee Investment Advice
Online brokerages have reduced trading fees to $0. Investment managers are racing to introduce new ETFs with ever lower (and in some...
8 views0 comments
servantcapital
- Oct 25, 2019
- 1 min
The Importance of Asset Allocation
When most people think about investing, the first thing that comes to mind is usually a Wall Street stock broker. It is interesting that...
8 views0 comments
servantcapital
- Oct 17, 2019
- 2 min
Defining Risk
Many investment advisors would tell you that, according to modern portfolio theory, risk can be defined as the variance of actual returns...
6 views0 comments
servantcapital
- Oct 11, 2019
- 1 min
The Big Picture
In my years of investing experience, I have come to believe the three ingredients necessary to create a successful investor are the...
11 views0 comments
servantcapital
- Oct 4, 2019
- 2 min
The Long Run
Much of our lives is consumed by the short-term. One case where this is evident is our relationship with the news. It used to be that a...
9 views0 comments
servantcapital
- Sep 27, 2019
- 1 min
Building Trust
How was your first experience meeting with a wealth manager? Mine began with 20 minutes of a stranger asking me detailed, personal...
15 views0 comments