Doing your homework adds alpha!

May 16, 2018

A recent working paper by academics (A. Crane, K. Crotty, T. Umar) from Rice University shows how portfolio managers that access SEC filings at least once a month outperform non-users by 1.5% annualized. We are proud readers of company filings!


Find the working paper here!

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Retirement Planning in the Trump Era

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Is retirement planning any different under Trump? Watch our CEO, Michael Livian, discuss with a panel of experts to find the answer.

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