(How to) Audit Your Own Investment Program

Posted by: Thomas F. McKeon, CFA | April 29, 2019

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You might be surprised at what you find.

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PremiumPoints 1Q-2019 Issue

Posted by: Thomas F. McKeon, CFA | April 16, 2019

In this issue we take a look back at the  market rally of 1Q-2019, peer ahead into the fog, explain the working relationship we have with our custodians, extol the virtues of institutional-quality portfolios, encourage you to connect on social media, introduce the CFA Wealth Initiative and update our Clothier Springs Capital Partners.


We’re All Institutional Investors Now…or Should Be

Posted by: Thomas F. McKeon, CFA | April 9, 2019

The investment tools and techniques exist for investors large and small to have optimally efficient, risk-limited, ultra-low cost portfolios, as institutions have had for decades.


For Rational Investors Only

Posted by: Thomas F. McKeon, CFA | February 18, 2019

We present PremiumPoints 4Q-2018, our quarterly newsletter.


Year-End 2018 Odds & Ends

Posted by: Tom McKeon | January 2, 2019

It has been a little while since we posted so there are a few things for us to catch up on: Bear Markets, Silver Linings, Monte Carlo & more.


New Highs, Party Poopers & Financial Engineering

Posted by: Tom McKeon | August 30, 2018


PremiumPoints 2Q-2018 Issue: "Structure IS the Strategy"

Posted by: Tom McKeon | July 19, 2018

In This Issue: Review & Outlook 2Q-2018, Volatility Update, Portfolio Activity, Clothier Springs Capital Partners, What Business Are We In?, Our Quarterly Harangue: "Structure IS the Strategy" and Clothier Springs Capital Management Has a Birthday


We’re in the Client Outcome Business, Not the Investment Performance Business

Posted by: Tom McKeon | May 23, 2018

Asking an advisor about performance is the wrong question. Your outcome will be far more dependent on his fees and business model.


10 + 1 Things to Degrade Your Investment Outcome

Posted by: Tom McKeon | April 27, 2018

If you want to keep a lid on your chances to meet your investment objectives, pursue one or more of the activities listed below, and you will likely suffer lower returns, accept too much risk and pay too much for the privilege.


PremiumPoints 1Q-2018 Issue

Posted by: Tom McKeon | April 19, 2018

In this issue: 1Q-2018 Review & Outlook, OH...That Volatility, Portfolio Activity, Update on Clothier Springs Capital Partners, The Index Revolution Continues--Not Your Father's Portfolio, Alpha, Schmalpha


Alpha, Schmalpha and the Persistence of Sub-Optimal Business Models and Investment Advisory Offerings

Posted by: Tom McKeon | March 19, 2018

Low-Cost ETFs continue to expose discredited investment strategies and legacy business models.


Your investment outcome is largely a function of your advisors' business and service model, not his investing acumen.


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