Inkwell’s primary focus is on achieving satisfactory investment results for its clients. While we are busy with that, though, we want to engage you in the process by telling you our thoughts as we go about our business. We believe that the more you understand our investment philosophy and our way of thinking, the more comfortable you will be with our investment decisions.

Each quarter we write a letter to our clients which contains our reading of the current market climate and our thoughts on how best to navigate it. We also write occasional memos on topics that catch our eye or that we think might be interesting to our clients.

Below is a collection of these publications.

Investment Advisers Are in Love with ETFs

December 1, 2019

Beware the increasingly popular investment tool known as the ETF. They may give you the illusion of diversification, and they may cost more than you realize.  

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The Perils of Buying Low

May 1, 2018

Why the price for one share of stock is a nearly meaningless number.  

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Nasdaq’s Funny Math, or How 22 Can Sometimes Be 50

September 1, 2017

There are many ways to average numbers. Always read the footnotes to find out if you’re being hoodwinked.  

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Non-Linear Thinking

June 1, 2017

Compound interest can be hard to wrap your head around, but understanding it is essential to successful investing.  

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How Active Is Your Portfolio

September 1, 2014

If you want to beat the stock market, you have to be different.  

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Choosing an Investment Advisor

January 1, 2014

Looking for an advisor to manage your money? Here is the checklist you need.  

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A Winning Formula

April 1, 2013

There is more than one path to the top of the investment mountain: the DuPont formula shows how.  

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Blue Zones

September 1, 2012

Places on Earth with the highest longevity, and what lessons they hold for investors.  

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