News of real interest.

Oct
26

by: Matt Krauss, CFA and Mark McClanahan, CFP®

Evidently, it’s tough to be a stock-picking mutual fund manager today.

 

The Wall Street Journal reports¹ that investors have shunned actively managed funds, preferring the lower expense alternative of passive or unmanaged funds that replicate such indices as the S&P 500.

 

Independent research firm, Morningstar, confirms The Wall Street Journal’s assertion by report…

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Oct
16

by: Greg Bone

For the first time since 2011 US stock markets experienced a market correction when the S&P 500 dropped 12.5% from its May high to its most recent low on August 25. The S&P 500 ended the quarter down 6.44% and down 5.29% for the year through the end of September. Most other major indices were down as well, with many suffering quarterly losses in excess of10%. Equities in emerging markets e…

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Aug
12

by: Mark McClanahan, CFP®

As consumers we are constantly asking ourselves if the value of a particular product or service warrants its cost. Some products and services are relatively easy to quantify and others much more difficult to assess.

 

When considering the engagement of a wealth management firm, how do you determine if the value of an advisor justifies the cost – or if you are better off just handling …

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Aug
11

by: Frank Fairbanks, CFP®

Long gone are the days when identity theft was confined to a poorly crafted email from a Nigerian prince offering you riches. Today, your sensitive information is at risk every time you swipe your credit card, access public Wi-Fi, file a tax return, or entrust your data to a third party. There is no perfect defense against identity theft, but like getting a flu shot or buckling your seat belt, you…

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