There are a couple of things I’ve been thinking about over the last year or so and a great interview last Friday with Michael Green on Real Vision TV helped me piece it all together. Quick side note – for anyone serious about following the investment markets, Real Vision is absolutely the best source for…
Chart of the Week: Index vs Active Fund Flows
Here’s an interesting chart showing the cumulative change of money going into index funds and coming out of actively managed funds over the last 15 years. I’ve commented in the past on indexing. In short, I think it makes sense in some instances but not in others. Most of my concerns revolve around stock index…
Chart of the Week: Effects of QE, Straight from the Horse’s Mouth
This week’s Chart of the Week comes from Jesse Felder, a very astute investor. I’ve posted charts like this in the past, illustrating the effects of the Fed’s Quantitative Easing on asset markets, but it’s worth revisiting after the former head of the Dallas Federal Reserve branch, Richard Fisher, openly stated that the main goal of…
How Actively Managed Mutual Funds are Scoring
Earlier this month, S&P Dow Jones Indices released their semi-annual report on mutual funds which compares actively managed funds to index funds. It’s called the SPIVA report, which stands for S&P Index vs. Active management, and the results, once again, don’t bode well for actively managed mutual funds. I’ve never been a big fan of…
Retirement Planning – Part 1: Saving & Investing
This is the first post of a new series I’ll be writing on retirement planning, covering everything from saving for retirement to some of the best retirement strategies I’m using today with clients. There’s a saying in financial planning that the answer to every question is always “it depends” because everyone’s situation is different. And…