The search for the best returns possible hasn’t changed in centuries. There’s a need to “beat the market” or your peers. It’s human nature. But how you go about doing it is the question.

In 1988 speech, Charlie Ellis explained that superior results are only gained in one of three ways: Continue Reading…

The benefits of index funds are obvious – you’re guaranteed to match the returns of the index (i.e. the market), minus fees. Of course, that comes with one rarely discussed caveat: market risk.

As easy as it is to say invest passively or buy and hold, you still must sit through the risk, to earn the return. Investors still have trouble in that area. And rightly so. Not everyone is equipped to handle the risk despite the benefits.

But what we’re now seeing is that the line between investment and benchmark is blurring. What once was a yardstick is now a target. Continue Reading…

We’re a few weeks removed from Brexit and I think it’s safe to say the sky hasn’t fallen…yet.

I don’t have an opinion on the vote or the potential impact it might have either, but Jeremy Seigel did a podcast explaining much of it if you’re into that sort of thing.

The response to Brexit was a reminder to something that’s been playing out like a broken record since 2008 (since forever really). Continue Reading…