Blog

Category: Asset Allocation

“We have met the enemy and he is us.” – Walt Kelly We have entered a dangerous time in history.  A time when the truth changes every day. The amount of misinformation being spread daily is nothing short of remarkable.  It seems like everything is “fake news” now independent of who is reporting it.  Rather […]

“The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out to meet it.” – Thucydides Welcome to the Great Tranquility ladies and gentlemen.  Now start getting very afraid. As Charlie Bilello (Twitter: @CharlieBilello) noted recently, the S&P 500 hasn’t had a […]

The Passive Investing Bubble is Real

“It’s the greatest comeback since Lazarus.” – Sid Waddell They love passive investment strategies in 2017.  They hate them in March 2009. There is no question that the stats back up the idea that passive strategies have more often than not beaten active ones.  The reason relates primarily to fees, whereby passive vehicles tend to […]

  • Posted in Asset Allocation
  • Comments Off on The Passive Investing Bubble is Real

For the fifth consecutive year, responsible financial advisors all across the country are apologizing to their clients. Why? Because the diversified portfolios they have built are lagging the S&P 500 … for the fifth consecutive year. Any way you slice it (from conservative to aggressive), diversification has failed to keep pace with the S&P 500, […]