Follow the Money
Following the money shows that investing strategies that track the markets, rather than look to outperform them, have dramatically transformed the capital markets. Here's why...
The Bumpy Road to 10%
Since 1926, the US stock market has rewarded investors with an average annual return on 10%. But in any given year, returns may be sky-high, extremely poor, or somewhere in between.
Own the Haystack, Not the Needle
Do your mutual funds try to beat the markets by searching for the "needle in the haystack" stocks? Owning the haystack instead is more effective.
Dr. Evil Was a Lousy Financial Planner
Dr. Evil from the movie "Austin Powers: International Man of Mystery" made some basic financial planning mistakes. We show a better way!
Why Think Long-Term? The Answer in 2 Charts
Good times for the markets have lasted disproportionately longer than the bad times. Investors that have stayed the course have been rewarded.
How Value Added Indexing began...
In our early days, we told anyone who would listen that we were going to implement financial plans using funds that tracked the market’s performance – not beat it. Boy did we get a lot of grief!