White Papers

It may be helpful to compare the creation of an outstanding investment portfolio to the making of a delicious stew. The two primary ways to create a stew that stands out relative to all other stews are: Option A: Use a different recipe, with different proportions of ingredients than other stew-makers Option B: Use superior …

This is a follow-up to the previous FOA White Paper: Improving the “Endowment Model” Recipe. In that paper we summarized our investment advice as follows: Make asset allocation the number one priority – always understand what is in the portfolio and keep it ideally positioned for current market expectations Meaningfully reduce the reliance on equity-like …

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