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!
What Does the SECURE Act Mean for Your Retirement?
The SECURE (“Setting Every Community Up for Retirement Enhancement Act”) offers several adjustments to current laws surrounding retirement. Let’s go through the 3 major changes that may impact your retirement planning.