The Folly of Active Management and TV Gurus
Last year I wrote an article about where to invest in 2010 and took that opportunity to remind investors not to fall into the excitement of active management and stock trading. Instead I cautioned them to focus on what you can control, like investment cost, risk, and asset allocation and to ignore the rest. So [...]
Walmart Vs. Gold – How Will Investors be Rewarded?
Capital Market Recap Investors experienced positive returns in virtually every asset class during the first quarter of 2011. Small U.S. stocks led the way with returns exceeding 8%. Emerging international markets were in negative territory for most of the quarter but ended in the black. Large company stocks around the world managed to shrug off [...]
Three Reasons to Ignore Market Performance
Capital Market Recap Equity markets finished the year with a flourish.
Market Analysis
Equity Markets Equity markets finished the third quarter with a very strong performance in September, bringing all major categories into positive territory for the year to date (YTD).
Our Fiduciary Responsibility: Avoiding “It’s Bad and Getting Worse” Mentality
Experienced investors have heard this before. It is a headline used many times over the last 60 years. Fear sells. So the media sells high unemployment, potential deflation, and pending economic gloom. Some in the investment community join in the chorus, but fiduciary advisors have a responsibility to muffle the noise and help investors take [...]
