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Planvesting is an ultra-low-fixed-cost investment advisory firm specializing in investment planning that eschews actively-managed funds. Often referred to as “Evidence-based Investment Management”, our approach largely eliminates the underperformance risk associated with active strategies.

Can Stock Pickers Fight the Rise of Passive Investors?

“‘Don’t look for the needle in the haystack. Just buy the haystack.’ Though many still tout their stock and bond picking credentials, active fund managers only rarely generate alpha (or market-beating returns). In the long term the index tends to win, substantiating Bogle’s advice.”

How Much Room is There for Active Management?

“Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones <because> the majority of actively managed funds are underperforming passively managed index funds.”