How to Trick Yourself: Part 1

July 15, 2024 |Eddy Mejlholm

Since many of our most powerful biases are based on reflexive rather than reflective thinking, it’s not enough just to be aware of them. We must also learn how to defend against them. Or better yet, turn them to our advantage. How do you do that? By

Read more

Is Your Portfolio Underperforming... Compared to What?

July 02, 2024 |Eddy Mejlholm

Still, what do you do if it feels as if your investments have been underperforming? It helps to lead with this key question, to decide if the impression is real or perceived: How am I doing so far … compared to what?

Read more

The Wisdom of Crowds vs. Popular Delusions

June 17, 2024 |Eddy Mejlholm

Are crowds wise or delusional? The answer is yes to both, and this paradox has helped shape our investment recommendations through the years.

Read more

How Do We Choose the Funds We Use? Step Five: Manage the Modifications

February 13, 2023 |Eddy Mejlholm

While it’s important to adhere to a long-term investment outlook, even an evidence-based portfolio is expected to evolve over time. New studies can change or add to our existing assumptions, with portfolio construction models evolving accordingly.

Read more

How Do We Choose the Funds We Use? Step Four: Personalize Your Investments

February 06, 2023 |Eddy Mejlholm

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.

Read more

How Do We Choose the Funds We Use? Step Three: Inspect the Packaging

January 30, 2023 |Eddy Mejlholm

These days, there’s nearly no end to the shiny packaging in which product providers can wrap their offerings. Selecting the most appropriate structure—or structures—for your unique circumstances usually involves substantial due diligence.

Read more

How Do We Choose the Funds We Use? Step Two: Identify the Best of the Best

January 23, 2023 |Eddy Mejlholm

As your advisor, we believe we add considerable value through our upfront and ongoing due diligence. We aim for a prudent balance between incorporating important innovations, without creating chaos.

Read more

Back to the Investment Basics Part 5: Patience and Personal Persistence

December 27, 2022 |Eddy Mejlholm

The market is like an ocean: endless, ever-changeable, enduring. Since there’s no way you can control this greater force, how you choose to navigate it should be focused on your particulars.

Read more

Back to the Investment Basics Part 4: The Price You Pay Matters

December 13, 2022 |Eddy Mejlholm

We caution against trying to predict a stock’s next price based on the numbers at hand. But it helps to know those numbers are not drawn out of thin air.

Read more

Back to the Investment Basics Part 3: Our Marvelous Markets

November 29, 2022 |Eddy Mejlholm

This illustrates why markets will always be messy and confusing at a close-up view. Only as we zoom out can we track our progress, in the shape of an upward line of market returns over time and across the long haul.

Read more

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields