Allodium Steward Newsletters

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September 2024: Bringing Order to Your Investment Universe, Part 1: The Beauty of Being Organized  ***New

June 2024: Back to the Investment Basics Part 5: Patience & Persistence 

March 2024: Back to the Investment Basics Part 4: The Price You Pay Matters

December 2023: Back to the Investment Basics Part 3: Our Marvelous Markets 

September 2023: Back to the Investment Basics Part 2: First Save, Then Invest 

June 2023: Back to the Investment Basics Part 1: Remembering Summers Past

March 2023: Are You Confused About Investment Costs? Part 2 

December 2022: Are You Confused About Investment Costs? Part 1 

September 2022: An Index Overview: Part 4-Opportunities & Obstacles 

June 2022: An Index Overview: Part 3-Index Mechanics 

March 2022: An Index Overview: Part 2-Index Points  

December 2021: An Index Overview: Part 1-Indexes Defined

September 2021: Three Key Investment Strategies Hidden in Plain Sight 3 

June 2021: Three Key Investment Strategies Hidden in Plain Sight 2 

March 2021: Three Key Investment Strategies Hidden in Plain Sight 1

December 2020: Three Upside-Down Investment Insights 

September 2020: What is Correlation? 

June 2020: What is Asset Location? 

March 2020: What is Liquidity? 

December 2019: What is Asset Allocation? 

September 2019: An Evidence-Based Approach to Sustainable Investing 

June 2019: The ABCs of Behavior Biases: Conclusion 

March 2019: The ABCs of Behavior Biases: S–Z  

December 2018: The ABCs of Behavior Biases: O–R 

September 2018: The ABCs of Behavior Biases: H–O 

June 2018: The ABCs of Behavior Biases: F–H   

March 2018: The ABCs of Behavioral Biases: A–F  

December 2017: Introduction to the ABCs of Behavior Biases

September 2017: Misperceptions About Market Corrections: Are You Prepared?  

June 2017: Bringing the Evidence Home  

March 2017: What Makes Your Brain Tick?  

December 2016: The Human Factor in Evidence-Based Investing  

September 2016: What Has Evidence-Based Investing Done for Me Lately?

June 2016: The Essence of Evidence-Based Investing 

March 2016: What Drives Market Returns?

December 2015: Get Along, Little Market

September 2015: Managing the Market's Risky Business 

June 2015: The Full-Meal Deal of Diversification 

March 2015: Will You Make More Money Using 'Star Managers'?  

December 2014: Breaking News! Should You React to It? 

September 2014: You, the Market and the Prices You Pay  

June 2014: What is Your Investment Score?

March 2014: Finding Four Million Nickels

December 2013: The Science of Investing

September 2013: Using Benchmarks to Evaluate Manager Performance

June 2013: Lowering Investment Costs

March 2013: Gaining Objective Advice

December 2012: Buying Low & Selling High

September 2012: Phantom Tax Investors Should Be Aware Of

June 2012: Focusing On What Investors Can Control

March 2012: Often Overlooked Investment Step

December 2011: Investing In New Economic Times

September 2011: Selecting & Monitoring Investments

June 2011: Diversification Benefits of Managed Funds

March 2011: Seeking Investment Income

December 2010: Tax Efficient Investing

September 2010: Investor Risk Management

June 2010: Selecting Investment Managers

March 2010: Inflation

December 2009: Attributes of Best Investment Advice

September 2009: Socially Responsible Investing

June 2009: Ponzi Schemes

March 2009: Actively-Managed Versus Passively Managed Funds

December 2008: Managing Investment Risk

September 2008: Large College Endowment Funds Strategy

June 2008: Long-Term Asset Allocation Strategy