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The Elegance of Indexing – By Anthony Davidow
Indexing has evolved a great deal over the last several years. Based on market demand, indexing has evolved from ‘cheap’ beta strategies designed to mimic the major indexes, to ‘smart’ beta strategies that...
Read MoreQuit Monkeying Around!
There is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by...
Read MoreLessons for the Next Crisis
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the...
Read MoreThe Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s...
Read MoreKey Questions for the Long Term Investor
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some...
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