In The News

ServŌ Wealth Management co-founder Eric D. Nelson, CFA, appears frequently in the financial media.  Read the most recent articles and interviews:

 

This wide-ranging interview with Morningstar covers, among other things, the origins of Servō, as well as the philosophy that underlies how he works with clients and manages the firm.

 

Think Advisor reviews a recent Factors In Focus newsletter from Eric D. Nelson and reports a handful of proactive steps an investor can take to ensure they hire the right financial advisor for their particular circumstances.

 

Think Advisor profiles Eric D. Nelson’s latest article that outlines simple steps that we can take to improve our investment portfolios.

 

Morningstar interviews Eric D. Nelson and reports his thoughts on the importance of knowledge, confidence, and discipline for investors.

 

Morningstar takes a closer look at a recent article by Eric D. Nelson that calls into the question many of the recent investment portfolio recommendations by former “stay-the-course” stalwart, Vanguard founder John Bogle.

 

Think Advisor interviews Eric D. Nelson regarding his views of the importance of diversifying an investment portfolio globally across large and small cap stocks.

 

Reuters interviews Eric D. Nelson regarding his thoughts about prudent long-term portfolio diversification and why his “asset class” investing philosophy is superior to basic index fund investing.

 

Think Advisor reviews a recent article by Eric D. Nelson that finds over the last decade, even the best active manager (Warren Buffett) and market timer (Jeremy Grantham) fail to outperform a simple index portfolio, and that a well-designed asset class portfolio has outdone them all.