Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Surprising Pick for Safety, High Returns: Emerging Market Stocks
Emerging markets stocks produce higher returns over time, but are they worth all the portfolio whiplash your clients must endure? Servo’s Eric Nelson says yes.
3 Ways to Boost Your Portfolio Now
Servo’s Eric Nelson says many portfolios are encumbered with dead weight that could easily and profitably be tweaked for higher long-term performance.
The Ultimate Alternative Investment
Advisors looking for alternative asset classes have an option that may beat lumber or vintage wine, according to Servo's Eric Nelson: small-cap stocks.
John Bogle, Index Icon, Accused of Timing Market
Servo’s Eric Nelson wrote a blistering critique of Vanguard founder Bogle after an interview in which the indexing icon endorsed tactical allocation.
DFA Beats Bogle, Grantham—They All Beat Buffett: Analysis
DFA proponent Eric Nelson weighs the strategies of Warren Buffett, Jeremy Grantham and John Bogle and finds their returns wanting compared with DFA's investing approach.
Have Commodities Futures Lived Up to Their Promise?
Two recent analyses suggest the previous decade’s hype about high return and low correlation with stocks has not panned out.
A DFA Devotee Says Type of Advice More Valuable Than Type of Portfolio
While intelligent investment analysis and deep product knowledge are valuable, the advisor’s key added value is simpler and less tangible, advisor Eric Nelson says.
Deconstructing DFA’s Secret Sauce
In an analysis, DFA advisor Eric Nelson teases out the factors that make the firm's exclusive funds outperform.