Passive Investment Performance Superiority Continues

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 […]

Bear Markets

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 […]