Search for Winners

Search for Winners: Skill, Hype, or Hope (Hint: go to Amazon for your fiction) Mutual funds were first formed in 1924. Their original intent was to provide the investing public with broad access to the market. The idea was good at the time, despite a steep 8%...

Investment Performance Studies

Performance Studies & Commentaries These performance studies provide consistent evidence over the past century that index funds deliver better results than active funds. Wall Street has adapted its spin to defend its profit stream at investors’ expense. As...

Who’s Driving this Crazy Thing?

We all view the world and our money from a unique and personal vantage point. I’ve had several calls over the past few weeks with an understandable wide range of emotions over the state of the economy and the direction of markets. The economy and the market are...

Bear Markets

Bear Markets When you compare your 401k balance to three weeks ago it hurts. I know. The record long bull market ended on March 11, and we officially entered bear market territory. A bear market is defined as a 20% decline from peak stock prices. After 11 years of...