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: Investments
Q1 2023
Q1 2023 report
DFA #1
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’!!
End the Year
Q4 2022. Nice end to a not so nice year
CA Audit
7 Years in and I’ve completed my 1st Audit by the CA Department of Financial Protection and Innovation. I’m happy to report that I’ve come out the other side and I’m happy to think the business is in full compliance! Also, in other news, I now offer clients separately managed accounts which can be customized… Continue reading CA Audit
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
2021 Matrix Book!
The new 2021 matrix book is finally out. This is great for reviewing historical returns and seeing averages for different asset classes! A “must use” for everyone!
Q1 Market review
Quick summary of what happened the last quarter and year. Clients will receive a customized report detailing their portfolio performance and holdings to get an idea of their relative performance.