1/ Some company news:

I think in the future, almost everyone will be able to customise their portfolio to their unique needs and preferences.

If you're an RIA who'd like that to happen *now* for your clients, come check out our Canvas®️ platform, because that future is now.
2/ We've been busy building it with an original group of 9 RIAs partners whose advice and feedback were invaluable in helping us make the platform more responsive to the tools advisors actually want and need to help them do more for their clients.
3/ .@ReformedBroker, the CEO of @RitholtzWealth, one of our original RIA partners, discussed it with OSAM CEO @patrick_oshag here:

osam.com/Commentary/cus…
4/ And Patrick detailed what we see as its many advantages for advisors and their clients here:

osam.com/Commentary/cus…
5/ We've been thinking about this since 1999, and I'm delighted that it's finally come to fruition.

You can check it out and sign up for a demo here:

canvas.osam.com

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More from @jposhaughnessy

23 Jan
1/ Quintus Horatius Flaccus, known to English-speakers as Horace, was the leading Roman lyric poet during the time of Augustus, Rome's first, and in the eyes of many historians best, Emperor. The First Roman Emperor, Caesar Augustus. He reigned from 27
2/ Many of Horace's maxims survive to this day and are seen as excellent life advice.

I was drawn into reading Horace by this quote, which I thought was an excellent lens to view the ups and downs of life: The Roman Poet Horace
3/

“Many shall be restored that now are fallen and many shall fall that now are in honor.”
~Horace, "Ars Poetica"

I started back through my notes on him, and found several others that I thought others would enjoy, Here are some of the best of them:
Read 10 tweets
21 Jan
1/ I enjoy rereading books that provided me a lot of insights and ideas on the first go around.

just reread this, and I highly recommend reading it if you haven't yet:

amazon.com/When-Breath-Be…
2/ The author, Paul Kalanithi, was a neurosurgeon and writer who got a stage IV lung cancer diagnosis when only in his mid-30s. He died at age 37 in 2015, but not before writing "When Breath Becomes Air."

It's filled with insights that perhaps only a dying man could see clearly
3/ “There is a moment, a cusp, when the sum of gathered experience is worn down by the details of living. We are never so wise as when we live in this moment.”

And

“If the unexamined life was not worth living, was the unlived life worth examining?”
Read 12 tweets
1 Jan
"Hey you, out there in the cold
Getting lonely, getting old
Can you feel me?
Hey you, don't help them to bury the light
Don't give in without a fight...
Hey you, don't tell me there's no hope at all
Together we stand, divided we fall"
~@pinkfloyd
I've often thought in an earlier era, they would have been poets or in the philosophy department of Oxbridge. This, for example, reminds me of T.S. Eliot:

"Far away
Across the field
Tolling on the iron bell
Calls the faithful to their knees
To hear the softly spoken magic spell"
And it's not just Pink Floyd, obviously.

I think you can find brilliant insights in many forms of music today, for example, the song "Patience" by Nas and Damian Marley is bursting with incredible ideas that really fit into an quest for a better understand of the 'truth'
Read 6 tweets
28 Dec 20
1/ Our 5 most popular podcasts by downloads for 2020 plus the 2 fastest growing in downloads, thanks to my co-host @InvestorAmnesia and producer @MathewPassy for providing this list:

#5 Our chat with @AnnieDuke about her new book

infiniteloopspodcast.com/annie-duke-how…
2/

#4 Our discussion with @profplum99 on his hypothesis of what long term trends are driving stock performance

infiniteloopspodcast.com/michael-green-…
3/

#3 Our chat with @morganhousel about the psychology of money

infiniteloopspodcast.com/morgan-housel-…
Read 8 tweets

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