Articles

By Kyle Tetting The argument for indexing fails to account for a small subset of actively managed funds that do consistently outperform their benchmarks. Also, the argument fails to account for risk by focusing solely on the returns of the indexes compared to actively managed funds. […]

By Arthur S. Rothschild One of the first questions we hear from individuals planning the end of their working years is how much they can afford to spend in retirement. A big part of the answer involves their ability to spend some percentage of their investment portfolios. […]

A new report from the Forum for Sustainable and Responsible Investment shows socially conscious investment assets have grown 76% to more than $6.5 trillion since 2012. Such expansion has helped broaden options and lower costs for investors, making it easier to do well while doing good, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

A style box can help analyze how equities are balanced, as Kyle Tetting shows in a MONEY TALK VIDEO. […]

By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]

Economic trends and other events can change relationships between investments, which is why investors need to monitor correlation, Kyle Tetting says in a MONEY TALK VIDEO. […]