Investment Advisors Archive

Are index funds doomed?

Is Indexing Doomed? Not If History Is Any Guide

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Meme stocks. Cryptocurrency. Non-fungible tokens. Flashy and controversial trends in investing tend to get the headlines. So be it. Still, the likelihood is that simple, quiet index investing will only grow in popularity. Why? Because inertia is a powerful force in any industry, and particularly so if the process or product in question works. “If… Continue reading →

 

The Biggest Changes for A Random Walk

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

Protecting Against Inflation

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

There is No Crystal Ball

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

Dollar Cost Averaging is an Investor’s Friend

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

How Index Investing Caught On for Investors

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

The Beginnings of a Best-Seller

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

Your 401(k) Plan Should Come with an Advisor. Here is Why.

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Recently, we wrote about what we consider best practice for our clients in terms of 401(k) plan design, such as offering a Roth 401(k), the advantages of a Safe Harbor design, and more. For small businesses, however, there is another important consideration: whether or not to seek investment advice. Many business owners have no financial… Continue reading →

 
Midterm Elections—What Do They Mean for Markets?

Midterm Elections—What Do They Mean for Markets?

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  It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions… Continue reading →