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Passive Beats Active In Yet Another Study

In an article published in “Financial Planning” magazine published today, passive investing — the cornerstone of asset class investing —  is shown to be superior than active investing. Again. “We took another look at the active vs. passive debate, but this time we examined the average returns for each of ... Read More
 

52 Most Common Investing Mistakes

In the Fall of 2015, I started to write a series of blog posts on the most common investing mistakes we see investors making before they become clients. When the list reached 52, I decided to write a book instead of doing 52 blog posts. That book is now published ... Read More
 

Investing Lessons from “Field of Dreams”

Millions of die-hard baseball fans are celebrating the opening of baseball season this month and the 27th anniversary of the release of the iconic baseball movie “Field of Dreams.” In honor of the movie that debuted on this day in 1989, I wanted to take time out to reflect on ... Read More
 

Value of Diversification

I was meeting with a client yesterday for one of our regular reviews of which investments is always one part of the review session. He’s a busy tech guy and doesn’t pay too much attention to his investments until we meet (a good trait as far as I’m concerned). Anyway, ... Read More
 

Active Mutual Funds in Europe Do Poorly Too

According to a report from the S&P Dow Jones Indices,  every actively managed equity fund in Europe investing in global, emerging and US markets has failed to beat its benchmark over the past decade. The study looked at 25,00 actively-managed funds and found that “98.9 per cent of US equity ... Read More
 

Market Bounced Back, Again

I don’t know if you noticed, but the S&P 500 Index (a proxy for the U.S. stock market) closed higher yesterday than it opened on January 2, 2016. In the meantime, there has been a dip in investment markets that was sudden and sharp that caused many investors to be ... Read More
 

Majority of Active Mutual Funds Fail, Again

According to the S&P Dow Jones Indices just released results, over the one-year period ending Dec. 31, 2015, 66.11% of large-cap managers, 56.81% of mid-cap managers, and 72.2% of small-cap managers underperformed their respective benchmarks. Over the five-year period ending on 12/31/15, the results are even worse for active mutual ... Read More
 

Most Important SmartMoney™ Rule?

I believe the seven SmartMoney™ Rules are important to financial health and happiness. However, a conversation with a neighbor yesterday reminded me that the most important one is the first: have a healthy money mindset. Let me explain. This neighbor, whom I’ve known for more than 25 years, was walking ... Read More