The Foundation of Personal Finance: Know Whats Going On

Jul 03, 2019 |Eddy Mejlholm

Know Whats Going On: First we need to develop a net worth statement; a net worth statement is a lot like a balance sheet for a business. It contains all of the relevant assets and liabilities that have a financial value.

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The Foundation of Personal Finance

Jun 24, 2019 |Eddy Mejlholm

I am often asked to provide help with personal finance matters by people I know. Often they don’t need advanced financial planning assistance or portfolio construction, but they just need to be pointed in the right direction.

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Déjà Vu All Over Again

May 06, 2019 |Eddy Mejlholm

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

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More Evidence on the Evidence: An Historical Overview of Capital Market Theory

Apr 29, 2019 |Eddy Mejlholm

We believe that the evidence – especially the kind that has been peer-reviewed and time-tested – is at the root of everything else we do to help investors achieve their personal goals through sound strategy.

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The Evidence on the Evidence: How Do You Know What (and Whom) to Heed?

Apr 22, 2019 |Eddy Mejlholm

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost (definitely), passive (sometimes), smart beta...

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What Is Asset Allocation?

Apr 15, 2019 |Eddy Mejlholm

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?

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What Is the Yield Curve?

Apr 08, 2019 |Eddy Mejlholm

Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments?

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What Is Correlation (and Why Would You Care)?

Apr 01, 2019 |Eddy Mejlholm

By quantifying and comparing the behaviors and relationships found among various funds, factors and portfolios, we can better determine which combinations are expected to produce optimal outcomes over time.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Behavioral Biases – What Makes Your Brain Trick?

Feb 14, 2019 |Eddy Mejlholm

In this installment, we’ll familiarize you with a half-dozen of these more potent biases, and how you can avoid sabotaging your own best-laid, investment plans by recognizing the signs of a behavioral booby trap.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home

Feb 14, 2019 |Eddy Mejlholm

Welcome to our final installment in Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home. We hope you’ve enjoyed reading our series as much as we’ve enjoyed sharing it with you.

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