Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Liquid alternatives offering exposure to hedge-fund strategies and nontraditional asset classes through a mutual fund or ETF wrapper are becoming increasingly...
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Much like the series that ran this summer, it is so cool to collaborate with such a talented group of people. Below are my responses to...
Are you an active or passive investor? This question gained prevalence in the last decade among investors and frequently invokes furious debate among financial professionals. The S&P Indices Versus Active (SPIVA) Scorecard serves as a de facto measure of who’s...
My exploration of complex adaptive systems started with Per Bak’s infamous sandpile experiment, which captures all the essential characteristics of a complex adaptive system. With the sandpile example, we saw that you couldn’t only consider the individual grains of...
