For Those About to Rock
We Salute You - An update on the Permuto Microsoft and Broadcom Trusts We're in the final stretch. After months of working with the SEC's Division of Investment Management, we've…
It’s a Long Way to the Top (If You Wanna Rock ‘n’ Roll)
Sometimes when you are right, you can be more right. We thought we were done. On Wednesday, August 27th, we received what we were expecting to be our nearly final…
A Feature, Not a Bug
The Unintended Consequences of Mass Index ETF Adoption A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one…
One Person’s Trash…
People buy stocks for different reasons. The same criteria that makes a stock an obvious buy for one type of investor may disqualify it from consideration for another type of…