Bullish on the World!

Fidelity recently provided a great chart that we thought would be useful for investors. As can be seen below, we are now in one of the longest periods of domestic equity outperformance relative to...

Tactical Management and How It Differs from from Active

 

Active vs. Passive Management

Active management can be thought of as any strategy that uses human discretion to decide what the portfolio should own. The manager(s) generally employs some...

Lease vs. Buying: What Every Car Dealer Doesn't Want You to Know

Let’s face it, buying a car is usually one of the most strenuous and, dare I say it, unpleasant experiences. When you are approached by the salesperson the conversation is typically steered...

Compound Interest: The Eighth Wonder of the World

 "Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it."            

   -Albert Einstein

 

What is compound interest, why is it so...

Which Investor Are You? Tips for Savings Success

Assuming contribution dollars and frequency are the same, which investor will have more at retirement given no market exposure? Investor A who starts contributing at age 22 but stops contributing...

How significant are dividends to your return streams?

For the last 15 years, 30.3% of U.S. equity, 54.4% of developed International equity and 26.9% of emerging market equity returns have been due to dividends. A caution...beware of industry...