Author Archives: admin

Active can’t keep up with the index

After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds … Continue reading

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New Market Highs and Positive Expected Returns

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Presidential Elections and the Stock Market

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What is Fiduciary Advice

What Is Fiduciary Advice? May 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can … Continue reading

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Market Review – 1st Quarter 2016

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2015 Review: Economy & Markets

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Market Review – 4th Quarter 2015

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Now More than Ever

Markets have been nothing short of disappointing and tough to negotiate for over a year now.  As we have gone through 2015, we have diligently rebalanced portfolios when appropriate and are producing returns consistent with what the market is allowing … Continue reading

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Market Review – 3rd Quarter 2015

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Market Review -2nd Quarter 2015

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