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Can The Traditional Indexing Approach Be Improved Upon?

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% of active managers have beaten their benchmarks […]

Jordan Edwards, CFA, CFP® | June 13, 2017

The News Keeps Getting Worse For Actively Managed Funds

It’s been over 40 years since John Bogle created the first index mutual fund. His common sense explanation that investors in aggregate will earn the return of the market minus the expenses they pay has revolutionized the industry. While low-cost index funds have exploded in popularity in recent years, actively managed funds in which managers […]

Jordan Edwards, CFA, CFP® | May 16, 2017

Cybersecurity: Protect, Don’t Just Monitor

“We are vulnerable in the military and in our governments, but I think we’re most vulnerable to cyber attacks commercially. This challenge is going to significantly increase. It’s not going to go away.” – Mike Mullen, Former Chairman of the Joint Chiefs of Staff and Navy Admiral While everyone knows the importance of cybersecurity and […]

Jordan Edwards, CFA, CFP® | August 15, 2016

The Investor Returns Gap and the Value of Disciplined Management

 “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 value of a security given certain growth assumptions. […]

Jordan Edwards, CFA, CFP® | June 13, 2016

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