by planvesting.com | Dec 10, 2024 | Index Funds
“In last year’s inaugural SPIVA After-Tax Scorecard, we acknowledged the patience required for many investors to follow capitalization-weighted approaches to equities in the face of rising stock valuations and concentration. Under such conditions, active...
by planvesting.com | Dec 10, 2024 | Index Funds
I’m a huge fan of Mike Piper, CPA. He gets it! Here’s a great summary of his book “Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less”.
by planvesting.com | Jun 29, 2024 | Retirement
“Retirement has changed. It’s no longer about getting your gold watch and playing golf all the time. Retirement is now a frame of mind – you’re retired when you can do what you want. It doesn’t necessarily have anything to with whether you are drawing a paycheck...
by planvesting.com | Jun 29, 2024 | The Industry
“There is a big difference between a financial advisor or portfolio manager and an individual investor. The difference is the “career risk” of underperformance from one year to the next. Therefore, advisors and managers MUST own the assets that are rising in the...
by planvesting.com | Jun 9, 2024 | Active Management
“Exhibit 1 illustrates that the percentage of top-half actively managed domestic equity funds consistently remaining in the top half over a five-year period (see Report 2) was less than a random distribution would suggest, evidence that active outperformance,...
