Every Day Can Not Be Good

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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Some Investment Ideas

From Keep a Steady Hand on the Tiller Have A Long-Term Plan That Is Designed to Meet Your Individual Goals – Investing should not be a […]
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Why We Don’t Make Forecasts

How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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The Normal

Normal is the market going up and down in a manner that can be unnerving over short-term periods.
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How Can Trustees Be Prudently Passive?

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.
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Say It Ain’t So, Joe – Again

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
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