What if Everyone were a Passive Investor?

Month: October 2016

October 26, 2016  |  

What if Everyone were a Passive Investor?

For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as “passive,” versus active attempts to beat the market. We prefer to think of ourselves as evidence-based. Call it what you will, all the while, a frequently asked question remains. Not unlike a favorite ghost story, its shape may shift, but the spirit […]

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October 19, 2016  |  

Investing and the U.S. Presidential Election: The Evidence

As Election Day approaches, the circus surrounding this year’s presidential election can cause investors angst. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to avoid the temptation to make significant changes to a long‑term investment plan based upon these sorts of predictions.  Our friends […]

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October 17, 2016  |  

Last Chance: Sign Up for Tomorrow’s Medicare Webinar!

Tomorrow (Wednesday 10/19) at 11:30am ET, we’ll be hosting a free webinar titled Medicare Made Easy with Howard Peck, an independent insurance broker who specializes in Medicare planning.  I’d recommend attending if you fall into one of the following categories: You want to learn more about Medicare for yourself or a loved one. You are within 10 years of retirement. You are approaching age 65. You are currently enrolled in Medicare and want to ensure […]

October 10, 2016  |  

Medicare Made Easy

As retirement approaches, almost all of us are going to make critical decisions related to medical care.  One of the most important (and perhaps least understood) parts of your plan will be how your Medicare coverage will work. On October 19th at 11:30am ET, we’ll be hosting a free webinar titled Medicare Made Easy with Howard Peck, an independent insurance broker who specializes in Medicare planning.  I’d recommend attending if you fall into one of […]

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October 4, 2016  |  

Structured Certificates of Deposit (CDs) – What to Watch Out For

Most investors are familiar with Certificates of Deposit (CDs). You purchase one, and the bank pays you a bit of interest on it, plus your principal back. They don’t yield much, but they’re nearly as dependable as it gets. As such, CDs can often serve as sensible tools for offsetting the risk inherent to pursuing higher expected returns in the stock market. Unfortunately, Wall Street’s product pushers have figured out a way to swipe the […]

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