Signal vs. Noise: Stock Market Concentration Concerns
The Player or the House?
We’re in the Hospitality Business
Client-Exclusive Webinar with David Booth, Co-Founder and Chairman of Dimensional
A Good Estate Plan Should Make Life Easier
If an Active Fund Doesn’t Die, Does it Win?
It should come as no surprise that active funds do not outperform their benchmarks over a significant time period, but take a look at the data. This graph shows the percentage of funds in the surviving universe (29% do not survive) that beat their benchmark in consecutive years. In the first year (2004), 33% of the funds were winners, but by year five (2008), only 1.4% of the funds (38 out of 2,619) had consistently outperformed their benchmark. Click here for the slide.
Market Talk with NBC Affiliate – Funny Ending
20 Rules of Prudent Investing
Some of the most complex problems investors face can be solved with simple solutions. The following rules help investors build and adhere to a well-designed investment plan. Click here to read the rules.