September 2022 Investing in passive, low cost, index-based exchange traded funds (ETFs) continues to produce superior results compared to actively managed funds. This is especially true in the largest investment categories such as large capitalization U.S. stocks which compose 93% of the U.S. stock market. As highlighted below, only 9% of large cap active managers in the blend category produced better […]
Financial Market Commentary, July 2022 High or rising inflation creates a significant challenge for many financial assets. With the spike in inflation during the first half of 2022 we witnessed a 20% decline in stocks measured by the S&P500, a 10% decline in bonds, measured by the US Aggregate bond index, and longer duration corporate bonds falling closer to 15%. Inflation hurts […]
July 2022 Tom Gunderson CFA Bear markets are part of investing in the stock market. They happen about once every 4 years and can bring uncertainty and anxiety to investors. In this piece we offer a better perspective to the current bear market, advice on what actions to take, mistakes to avoid, and thoughts on when it will end. Perspective Bear markets […]
