The decision between active and passive investing is not an easy one. One can see the arguments on both sides. In order to make an informed decision, it’s important to first understand the distinction between the two. Let’s take a look…
Bobby Moyer, CFA, CFP®, CAIA
Recent Posts
Is Active or Passive Investing Right for You?
Going Beyond the Risk Tolerance Questionnaire
One of the most important factors to take into consideration when formulating an investing strategy is your level of risk tolerance. This will help determine whether you should choose more or less risky investments for your portfolio and retirement a...
We're excited to launch our Investor Insights newsletter! In this monthly email, we'll share key stats plus our commentary around market news and trends. Our goal is to keep you informed and share insights to help guide your investment decisions.
How Should Your Investment Accounts Be Titled?
When it comes to their investment accounts, one thing that many people don’t think about is making sure their accounts are titled properly. Correct titling of accounts is essential to ensuring that account ownership is structured properly — which, in...
This is the time of year when many people are reviewing their investment performance reports from the year before. During this review, however, most people neglect to analyze one of the most important components of their performance: risk-adjusted re...
When it comes to deciding who will help you manage your investments and retirement savings, you have two main options: a big bank (or wirehouse) or a registered investment advisor (RIA). How can you make the best decision for you?
Asset Allocation Strategies for Retirement Planning
The final years leading up to your retirement are critical from a financial planning perspective. During the last five to seven years of pre-retirement and the first few years of retirement itself, you will likely need to make subtle shifts in your r...
Chasing Performance When Choosing Mutual Funds Can Be A Big Mistake
One of the most common investing mistakes is known as “chasing performance.” This occurs when investors base their buy and sell decisions primarily on how a mutual fund or asset class has performed during a previous short-term time period, such as la...
One of the biggest mistakes of many investors is making retirement investing decisions based on their emotions. Doing so can lead to buying high and selling low — which is the exact opposite of a successful retirement investing strategy.
Last week, the United Kingdom (UK) voted to leave the European Union (EU). This decision caught the markets by surprise, as many believed the vote would be close but not favor a leave.