Seven Truths

1.  Learn to distinguish risk from volatility    What do we do when the Big Bad Bear growls? Do nothing because risk, as we define it, is the possibility of permanent loss of capital – while volatility is the successive over-valuation and under-valuation that the market places on your fractional interests […]


Read More

Tax Efficiency and Active Investing

Tax-efficiency is at the heart of the RVW IntelliBETA® Wealth Management System. Our portfolios typically generate minimal tax cost, allowing the assets to compound in a tax-advantaged environment. And when they are liquidated, it’s usually at the (lower) long term capital gains rate. Strategic ETF based investing is not only superior to most […]


Read More

John Bogle’s 10 Key Rules of Investing

Fees, returns, and why time is your friend: 1. Remember reversion to the mean. Selecting your fund from yesterday’s winners is fraught with peril. Over the long run, reversion to the market average is inevitable. 2. Time is your friend. Start early, stick to a plan and ignore the chatter of the day. […]


Read More

Seven Pieces of Advice for the Patient Investor

WealthWisdom® from one of our most respected resources: Prof Jeremy Siegel of Wharton. Most corrections do not become crashes, and (here’s the key…) every single one of them turned out to have been great buying opportunities in the fullness of time. We have never been fans of investment shows like CNBC’s Mad Money and Fast Money, where […]


Read More

The Doom-and-Gloom Reports

React to them at your own peril BOTTOM LINE: The Doom-and-Gloom Report should be renamed The Bloom and Boom Report – and a chart of the major US equity market indices covering any 20 year period in history will conclusively show that.  In fact over the past 75 years every single 5 year […]


Read More