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evidence-based investing

Low-cost/Efficient
Investments

We recommend that our Members invest in predominantly no-load, low-cost, index, and factor-based mutual funds and exchange-traded funds through institutional firms.

BUY-AND-HOLD/
MINIMIZE TRADING

We embrace a largely buy-and-hold investment strategy that focuses on investments intended for a time horizon of five years or more.  We do not to trade in a Member’s account(s) unless there is a good reason to do so.

Asset Allocation/
smart diversification

 

In addition to an appropriate mix of stocks and bonds for a given Member, we emphasize the diversification benefits that we believe can come from investing internationally in developed and emerging markets.  

Asset Location/
Taxation

 

We help our Members determine which investments are potentially well-suited for retirement accounts verses taxable accounts.

Evidence-Based Investing At Work

 

 

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