A quick firm update: we're happy to announce that we have been nominated as a finalist for's 2019 ETF Investor of the Year.  A sincere "thank you" to everyone who voted for us.

Now back to our regularly scheduled programming...

Next week, Tom and I are headed down to the Inside ETF's conference in Florida (send us a note if you want to get together).  On Tuesday afternoon, I'll be giving a presentation titled "No pain, no premium." 

That presentation serves as the backbone for this week's commentary.  It's all about risk-based thinking, investment vs investor returns, and how we can think about diversifying across what ("correlation"), how ("payoff") and when ("opportunity").

I'll admit: it's a bit longer than usual.  But it is chock full of high impact graphs you won't want to miss.

Check it out.


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