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07 Jun '23What Are Index Funds? It’s Complicated
Continue readingWelcome to the fascinating world of index funds. A topic that has gained significant traction in recent decades. It is estimated that between about 25% and 45% of the U.S. equity market is owned by passive investment funds. While you may have heard people discuss investing in index funds, not all index funds are created […]
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31 May '23Index Investing: Does the Benchmark Matter?
Continue readingLet’s explore an aspect of index investing that is often overlooked—the index fund’s benchmark. People talk about investing in the “market,” but what does that really mean? When the media says the market was up or down, they are generally referring to the Dow Jones Industrial Average (DJIA), the S&P 500 Index, or the NASDAQ […]
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18 Oct '22Stories VS. Studies
Continue readingHave you ever noticed that many financial salespeople are selling some story instead of quoting empirical studies (spinning stories vs. empirical studies)? A bold prediction on the future price of gold, or a more subtle discourse on why Apple stock would be a good addition to your portfolio, they are all spinning a story. The […]
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12 Oct '20Should I Invest Internationally?
Continue readingInternational stocks have been crushed by U.S. stocks over the past decade—and the return from developed international markets has barely outpacing inflation over the past 20 years. Leading some investors to question if they should own foreign equities given this poor performance. For a variety of reasons, we still believe U.S. investors should maintain exposure […]
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17 Sep '20Are Amazon and Google technology companies?
Continue readingWhen you think of large technology companies, you probably think of companies like the so-called FAANG stocks: Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG). Not a bad starter list of highly successful “tech” companies. But from an investing standpoint—of the 5 FAANG stocks—only Apple Inc. is considered part of the Information Technology […]
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03 Jun '19Player or Investor?
Continue readingAs an observer of the capital markets over the past few decades, I’ve noticed that “market professionals” and investment advisors are generally selling a story about the future. Whether a bold prediction on the future price of gold or a more subtle discourse on why it’s a good time to buy Tesla, Uber or Apple. […]
