Three Slogans that Don’t Work for Money Managers, But Should

By Jack M. Forehand — One of the interesting things about investing is that the approaches that work the best in raising capital and obtaining clients are often the worst approaches in terms of producing the best long-term outcomes. Things like chasing strong recent performance, owning the stocks everyone wants to own, and the belief that successful investing needs to be complex all look great on paper, but none of them typically lead to optimal long-term performance. So I thought it would be fun to take a look at some possible investing marketing messages that would never work, but that […]

Preserve and Grow Your Wealth With Good Habits & Discipline

By John P. Reese — In a classic episode of the comedy television series Seinfeld, Jerry is told by a rental car agent that although they had his reservation in their system, they had run out of cars. He responded in his inimitable, singular style, with: “You know how to take the reservation, but you don’t know how to hold the reservation. And that’s really the most important part.” I was reminded of the scene while reading an article from earlier this year by Collaborative Fund’s Morgan Housel titled “Getting Rich vs. Staying Rich” in which he recounted the decidedly […]