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Tag: Performance

The Folly of Active Management and TV Gurus

Last year I wrote an article about where to invest in 2010 and took that opportunity to remind investors not to fall into the excitement of active management and stock trading.  Instead I cautioned them to focus on what you can control, like investment cost, risk, and asset allocation and to ignore the rest.  So […]

Walmart Vs. Gold – How Will Investors be Rewarded?

Capital Market Recap Investors experienced positive returns in virtually every asset class during the first quarter of 2011.  Small U.S. stocks led the way with returns exceeding 8%.  Emerging international markets were in negative territory for most of the quarter but ended in the black.  Large company stocks around the world managed to shrug off […]

Investing for Retirement Income – Part 1

A sense of security comes from seeing a regular monthly income from your investment portfolio.  Especially when one is retired or is dependent on investment income to meet everyday expenses. In the investment community, bonds are considered second class citizens.  Investors are told that holding bond funds is done primarily to reduce the overall portfolio […]

Dimensional Fund Advisors (DFA) in the New York Times

Ron Lieber, of the New York Times, profiles Dimensional Fund Advisors in a recent article.  The funds offered by DFA are only available to investors through approved fee only investment advisors.  We recommend DFA funds in many of our client’s portfolios.  You can find the article here: Your Money: Finding Success, Passionate Followers in Tow […]

Market Analysis

Equity Markets Equity markets finished the third quarter with a very strong performance in September, bringing all major categories into positive territory for the year to date (YTD). 

Market Analysis

Financial markets continued their winning ways in the first quarter of 2010 marking four consecutive quarters of positive stock market returns.  The chart at right shows the impressive performance of small company stocks during the past three months and the fact that all major asset classes had positive returns.

Market Commentary

The Year Was Good, But Not Remarkable By Historical Standards The history books will show that 2009 was above average but an unremarkable year for stock market performance. The S&P 500 returns exceeded 26% for the calendar year, which barely qualifies as top-quartile performance as 19 of the previous 80 calendar year periods saw higher […]