The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.
Less Active is More Productive When Vanguard Gets More Passive Read More »
The S & P 500 index was down 13.90 % during the quarter, the worst quarter since the financial panic of 2008. The S & P 500 (US large cap stocks) was actually among the better performers of risky asset classes. Small caps were down 22% and international stocks fell 19.6%. On the other hand,
3rd Quarter Client Note Read More »
Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.
The Debt Crisis, Volatility and Long-Term Investors Read More »
Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.
3rd Quarter 2009 Client Note Read More »
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
Welcome to Mountain Money Blog Read More »
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