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01 Jul 2016 Efficiently Using the Capital Markets for Lifetime Savings

Posted at 11:26h in Briefs about our Process, The Friday Brief by Sam Bass Jr.

It is a myth that people saving for life purposes need actively managed funds to comfortably reach their financial goals. In fact, it can be argued that actively managed funds significantly slow progress and reduce their lifestyles, both now and later, compared to efficient portfolios. Technically defined, an efficient...

23 Mar 2012 Confessions of an Active Money Manager

Posted at 14:13h in Briefs about our Process, The Friday Brief by Sam Bass Jr.

As I look back to the early years of my career as a financial advisor, I recall being driven by three powerful and distinct forces. The first was necessity. With a wife and three children completely dependent on my commissions, success was not a dream or a goal, it was a necessity.