January 2023 In 2022 US stocks fell 18% measured by the S&P 500 and the US bond market dropped a spectacular 15% measured by the Aggregate Bond Index, AGG, reflecting the entire US investment grade bond market. The year also marked the end of aggressive monetary policies that pushed asset values to extreme levels as investors sought out increasingly speculative investments and […]
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 […]
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 […]
