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,...
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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...
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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,...
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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...
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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...
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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...
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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:...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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