I read an article on Barrons entitled, “Active Stock ETFs Are Thriving. Index Funds Will Probably Beat Them.” Which is a good title right? After all, with Index investing, you get: Lower Costs: Index funds typically have lower management fees compared to actively managed funds because they aim to replicate the performance of a specific… Continue reading Even Barrons…
Category: Insights
Advisors add Value
A good Advisor cares about you and your portfolio but still remains unbias and calm. Personal emotions can make investing difficult because emotions can lead to biases and irrational decision-making. Here are a few examples of emotions that can impact investment decisions: To be a successful investor, it’s important to be aware of these emotional… Continue reading Advisors add Value
Inflation is here
The inflation that we’ve been expecting the few years last years is now here. Aided by stimulus and an unfettered money printing press, people are finally seeing big price increases what appears to be long-term inflation. What should an investor do in this case? How can we preserve the nest egg we worked hard and… Continue reading Inflation is here
Howard Marks Memo
Some of the highlights in his latest memo: To grab his highlights in positioning for 2021: “Most important on the positive side of the ledger, we seem highly likely to have a healthy economy for a good while, and the Fed has telegraphed its plan for years of accommodative monetary policy to keep it that… Continue reading Howard Marks Memo
The Incredible Shrinking Alpha
I had the opportunity to attend a zoom meeting with the authors of the book The Incredible Shrinking Alpha. It was super entertaining; and I brought their book right away. Alpha is still there, it’s just harder and harder to obtain! 30 years ago, you had portfolio managers with liberal arts degrees at the biggest… Continue reading The Incredible Shrinking Alpha
Think Investing Is a Game? Stop.
By David Booth Executive Chairman and Founder Dimensional Funds Advisors It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to welcome a new group of investors to the market: those who… Continue reading Think Investing Is a Game? Stop.