Guide Special Report Indexing vs. Active Management: The Adviser Investments Perspective July 1, 2020 Active or passive? The debate rages on: Is it better to put your investment dollars in the hands of a professional (and pay for their expertise) or to cut costs and try to match the return of the market with an index fund? As recently as 2019, pundits were ready to anoint … Read Morekeyboard_arrow_right
Podcast Protect Yourself From Yourself: 5 Investing Biases to Know By Daniel P Wiener, Joshua Jones — November 6, 2019 Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps. You can't control the stock market. But you can spot and … Listen Nowkeyboard_arrow_right
Article How Do I Protect Gains During Market Corrections? August 15, 2019 We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click … Read Morekeyboard_arrow_right
Guide Special Report Ten Top Investor Blunders July 3, 2019 Are You Making Any of These Avoidable Missteps? One of the most important, but often overlooked, keys to successful investing is steering clear of costly mistakes. Over the course of an investors life are numerous pitfalls that can really take a bite out of hard-earned gains and create significant setbacks for long-term … Read Morekeyboard_arrow_right
Article Vanguard to Offer Private Equity Investments? June 26, 2019 Knowing Your Number Can Prepare You for a Bear Market The stock market hit new highs this month. Yet many investors remain undeniably gloomy. Economic expansions and bull markets don’t die of old age. (Just ask any Australian under the age of 28; that country hasn’t seen a recession since 1991.) … Read Morekeyboard_arrow_right
Article Passive Index Funds: More Popular—But Getting More Complicated May 31, 2019 At the beginning, the promise of passive funds was simple: Match the market’s performance, beat active managers on price. Starting in the 1970s with Vanguard’s pioneering index funds and boosted in recent decades by the surge of flows into exchange-traded funds (ETFs), so-called “passive” investing strategies have been on a slow rise toward … Read Morekeyboard_arrow_right
Podcast Mythbusters: 10 Investment Tall Tales Debunked By Daniel P Wiener, Jeffrey DeMaso, Brian Mackey — May 3, 2019 Every investor wants the market to be simple and predictable, and that’s led to numerous old Wall Street saws that regularly recur in the media. Ultimately, many of these myths come down to trying to predict the market—and that’s just not possible. Join Chairman Dan Wiener, Director of Research Jeff DeMaso and … Listen Nowkeyboard_arrow_right
Podcast Your Money’s Dynamic Duo: Investing & Financial Planning By Victor Colella, Jeffrey DeMaso, Andrew Busa — April 9, 2019 Investing gets all the press, but when it comes to your wealth’s well-being, financial planning is key to success. To manage your complete financial picture requires a parallel focus on your long-term investment returns and the lifelong process of setting goals and protecting against down markets and unexpected risks. In this episode, … Listen Nowkeyboard_arrow_right
Podcast The 7 Habits of Highly Effective Investors By Rick Winters, Victor Colella — March 12, 2019 While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look ahead to the 2019 tax year. If you … Listen Nowkeyboard_arrow_right
Guide Special Report Betting on Bitcoin: Investment or Gamble? October 19, 2018 While Bitcoin may prove to be a worthwhile investment in the future, it looks more like a speculative gamble today. And we would never recommend gambling with your life savings. In this report, we will provide you with what you need to know to make an informed decision for yourself. Topics include: … Read Morekeyboard_arrow_right