Posts Tagged ‘Portfolio Management’

Can The Traditional Indexing Approach Be Improved Upon?

Jordan Edwards, CFA, CFP® | June 15th, 2017 In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% […]

Posted by Lars Phillips on June 13, 2017

Is Your Advisor a Fiduciary?

Taylor Drake | April 5, 2017 FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s […]

Posted by Carly Atkins on April 5, 2017

Avoiding a Mountain of Fees

Steve Zeller | November 15, 2016 “In every walk with nature one receives far more than he seeks.” – John Muir During the summer months, enjoying the beautiful weather, my thoughts often drift to the mountains. Hiking is my passion and I plan on doing a lot more of it once I retire from my […]

Posted by Lars Phillips on November 15, 2016

Brexit Aftermath

Avier Wealth Advisors | June 24, 2016 The following article is written by Bob Veres, respected writer in the financial planning industry and publisher of “Inside Information”.  Welcome to Brexit. Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but […]

Posted by Kate Deines on June 27, 2016

The Investor Returns Gap and the Value of Disciplined Management

Jordan Edwards, CFA, CFP® | June 13, 2016  “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Benjamin Graham As investors, we face many challenges in the process of properly valuing investments. We have the assistance of numerous analytical models which do a wonderful job discounting future cash flows and deriving the […]

Posted by Kate Deines on June 13, 2016

Investing In Your Child’s Future

Investing In Your Child’s Future Nicholas Wright | April 8, 2016 As a recent college graduate, I am all too familiar with the high costs associated with obtaining a higher education. Tuition, room and board, and over-priced text books are only a few of the expenses every college student encounters, not including a budget for […]

Posted by Kate Deines on April 8, 2016

Rob Arnott on All Asset January 2016

Rob Arnott, head of Research Affiliates, shares his firm’s market insights and allocation strategies for PIMCO All Asset strategies. BY ROBERT ARNOTT JANUARY, 2016 (excerpt from his January 2016 memo) Q: At the start of each year, we would like to begin with a discussion of your outlook across all global asset classes. As you […]

Posted by JP Osseward on February 9, 2016

Dimensional Fund Advisors’ Weston Wellington – A Vanishing Value Premium?

By Weston Wellington of DFA Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The subsequent results serve […]

Posted by JP Osseward on February 1, 2016

The Benefits of Diversification

The math behind diversification and the powerful effect it can have on portfolio volatility.

Posted by JP Osseward on July 7, 2014