Large and In Charge? Giant Firms atop Market is Nothing New
The current US stock market is dominated by Apple and a handful of other tech stocks. But it's nothing new... Here's what market history tells us.
Why Invest Outside the U.S.?
Should investors have a global perspective? Or follow recent performance, and stick only with U.S. stocks?
Investing During a Crisis: Lessons Learned (or Re-learned)
What a roller coaster ride that investors have been on over the last several months. Here are a few lessons that we've learned, or re-learned...
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...
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!