Lowering Costs
This video provides some information about anticipated cost-savings for our client’s using our Morningstar Managed strategies…
Video
What goes up…
The news headlines celebrating new record highs in the U.S. stock market have multiplied in last 10 months. While this upward momentum has been rewarding for many investors, the higher stock prices are accompanied by stretched valuations and risk of muted future returns — and even potential dramatic drawdowns. Let me explain…
How The Economic Machine Works
This 30 minute video by Ray Dalio of Bridgewater Associates is required viewing for all those who pursue a state of ZeroCelsius.
Watch. Learn. Grow.
Elections, Surprises & Volatility
What a wild, wild world it’s been since the U.S. election. The U.S. stock markets have been on a tear, breaking all-time highs as the Dow closes in on 20,000.
Wondering how elections, surprises and volatility effect our investment approach?
Well, they don’t. Because crystal balls are best used as snow globes. Let me explain…
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What the hell is that?
Did you ever look at your investment report and see an allocation to a REIT, and wonder, “What the hell is that?” Read more →
ZeroCelsius: Say It 3 Times Quickly
When we changed our name about 10 years ago, we knew it wasn’t going to be easy… Read more →
John Oliver on Retirement Plans
John Oliver puts the screws to big financial firms and their retirement plan fees, and clarifies the fiduciary vs non-fiduciary debate… Boom.
Yes, ZeroCelsius is a fiduciary. Right on. Read more →
Apples Are Awesome. Until They’re Not.
In this brief video Ross explains why the last 5 years are not like the average 5 years.
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Made in “Who Cares”
Did you know the last time you drank a Poland Springs bottle of water or ate a KitKat, you were contributing to the success of Nestlé, the world’s largest food producer? The company happens to be headquartered in Switzerland but draws a mere 2% of its sales from there.¹
In this brief video Ross explains the importance of global investing.
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