Mighty Mid-Caps
Our clients have long heard us espouse the value of having some exposure to small-cap stocks, referring to Morningstar/Ibbotson data that evidences how small-caps have outperformed large-cap [...]
Harvesting Gains – An Essential Aspect to Investing
Harvesting investment gains is an important part of enhancing total return, and when and how to do so are crucial factors. There are several reasons why an equity may be sold when it has done [...]
Investing In Equities During Turbulent Environments
Successful, long-term equity investing is based on fundamental analysis based on quality information. This prudent approach is not altered by short-term volatility or by short-term tumultuous [...]
Passive Investing and Bubbles Oh My: The Impending Arrival of The Bogle Bubble
In recent years there has been increased acceptance of using passive investing methods, with the most popular one being investing in the various mutual funds and exchange traded funds (ETFs) [...]