As 2020 mercifully draws to a close, index investors will look back on the year as one they would rather not repeat. After climbing to new heights early in 2020, the stock market took investors on one of the wildest rides in its history – from the market peak to the bear market low, then …
It’s Time to Dump the S&P 500 in Favor of the Russell 3000 Read More »
How many times have you changed lanes to try to get ahead in traffic only to end up in a slower lane? Or, how many times have you switched to a shorter grocery checkout line and it turns out to be the slower line? If this happens to you with any degree of consistency, you …
As a continued theme in this blog, an important question to ask yourself in today’s market environment is – do you know what you own? Over the last several years, investors have been moving more money from actively managed mutual funds into index funds with the understanding that having a diversified portfolio of securities with …
Being Invested In The Top 5 Stocks May Not Be As Good As It Sounds Read More »
In February 2019, the S&P 500 hit a new high, less than two months after one of the worst one-month declines on record. From its December 24, 2018 low, the S&P 500 has gained nearly 20%, brushing off the panic-selling triggered earlier in the month by continued Fed tightening and increasing trade tensions. The latest …
Is the Tide Finally Turning in the Active vs. Passive Debate? Read More »