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Incentives

…excerpt from Mo Lidsky’s latest book, Partners in Preservation In their book, Switch, Chip and Dan Heath tell the story that may have changed the future of British Petroleum, the oil and […]

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Fighting Complacency

…excerpt from Mo Lidsky’s latest book, Partners in Preservation A simple way to combat portfolio complacency is to ask a simple question: If I had to recreate my portfolio today, would […]

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Introduction to Rebalancing

…excerpt from Mo Lidsky’s latest book, Partners in Preservation The simplest way to understand the progression from monitoring the portfolio (ensuring investment managers are doing what they said they were going […]

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Seeing the Big Picture

…excerpt from Mo Lidsky’s latest book, Partners in Preservation There is an old anecdote about several blind men in a room with an elephant. One man holds the elephant’s tail and […]

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Choosing Great Investments

Choosing best-in-class investments is difficult for many reasons. One, knowing the full range of options is very hard (perhaps even impossible). Two, the hardest part of this process is that […]

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CHECKLIST DUE DILIGENCE

  …excerpt from Mo Lidsky’s latest book, Partners in Preservation Proper due diligence may seem like an obvious need, but the unfortunate reality is that the critical task of due diligence […]

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Patience

…excerpt from Mo Lidsky’s latest book, Partners in Preservation There is no better sport of patience than baseball. Warren Buffett is often quoted on his advice to “wait for a fat […]

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Algorithms, Robo-Advisors and Investment Automation

Mo’s take on Robo-Advisors. While the rise of robo-advisors has merit for many investors, for affluent investors with sophisticated portfolios investment decisions cannot be replicated with an algorithm, a database, […]

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