I’ve been meeting with a lot of our FHWA clients during the last few weeks and have been hearing 2 questions. First, what happened in 2011 and second, what do we need to do as a result? In 2011, we saw the S&P 500, which represents the US Large Cap market, was up approximately [...]
Archive for the ‘Passive vs. Active Philosophies & Strategies’ Category
Market Returns: ‘Bursty’ & Global
Monday, February 13th, 2012The Hidden Story of October
Wednesday, October 26th, 2011Did you miss the hidden story? Did you miss the recent 10% climb of equity markets? The media would have you notice the more sensational headlines about stocks tumbling 2% in one day; however, there are also articles about the markets “fending off the bear”. The media will draw your attention headlines that have you [...]
Tax Strategies to Save Money
Tuesday, April 19th, 2011We just finished with tax season, and I want to take a moment to discuss how your investment philosophies and strategies impact the tax cost that [you just paid and] you’re going to pay. Let’s do a review of costs. Remember, with investing, there are always costs involved, but you have a role in controlling these [...]
The More You Play, The More You Lose
Tuesday, November 30th, 2010Katie and I were meeting with a prospective client last week and we saw, once again, just how important being careful about choosing passive philosophies versus active management can be to your wealth and make a real difference. A few days ago we were looking at a report from Standard & Poor, titled “Does Past [...]
WSJ: Stocks Surge as Investors Flee
Wednesday, October 6th, 2010I was teaching last night at Rollins College Retirement Planning Today® and one of the things we talked about is that there are consequences of prudent vs. poor investment philosophy and investment strategies. I spoke to this article in the WSJ in October 1st; this is a review of the third quarter. The chart on the [...]
Money Magazine: Market Timing Perils
Monday, July 12th, 2010I’m starting to notice a pattern here, whenever we see increase volatility in the market, we see an increase number of people asking about market timing. Money Magazine August edition berried in the very, very back cover at the very bottom it has some stats. Very interesting information the problem is you have to know [...]
What is Passive Money Management?
Monday, July 5th, 2010Last time we talked about active money management philosophies and if you have watched that video already then go back and watch that one first before continuing here. When people hear the word passive they tend to think I can lay back and do nothing. That couldn’t be further from the truth, when you embrace [...]
What is Active Money Management?
Wednesday, June 30th, 2010We so often talk about active vs. passive money management philosophies that we sometimes question what is active money management? Active money management or active philosophies is a belief that one can find securities or markets that are mispriced and thus profit from them. The most common way we see this show up are you [...]
Bond Expert Bill Gross Recants
Friday, June 25th, 2010I just about came out of my skin yesterday when Katie forwarded me an article. Let’s go back in time, go in the archives to February 2009 did a video on this exact article titled Bill Gross the seven hundred forty seven billion dollar bond man declares the death of equities. Let’s fast-forward to yesterday [...]
Beating Market with Active Management Fails Again
Tuesday, June 1st, 2010Once again we see the perils of active money management to you the investment. The article in Daily Finance titled, trying to ‘Beat The Market, Ask The Question Your Broker Dreads.’ The question is what about Bill Miller? Bill Miller is the active fund manager for the Legg Mason value trust. He built a very [...]