The Riskalyze Report: Advisors Go Intermediate-Term

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…

Two Great Ones from Mike and Ben

It’s been a crazy-hectic week for me, but mostly good stuff happening. Preparations for the Evidence Based Investing Conference are underway and we’re on the verge of announcing some major new speakers. I can’t wait to tell you about them. In the meantime, the firm just blew through a major milestone in the last week….