by planvesting.com | Feb 4, 2025 | Active Management
“All told, the rare success of active funds confirms that while there may be greater potential for outperformance in some markets, greater opportunity for outperformance is no guarantee of actual outperformance.” Read the full article...
by planvesting.com | Dec 10, 2024 | Index Funds
After tax, the median active fund trailed the S&P 500® over every time horizon, by up to 4.3% annually (see Exhibit 1). Read the full article here…
by planvesting.com | Dec 10, 2024 | Index Funds
I’m a huge fan of Mike Piper, CPA. He gets it! “Interestingly, most investors actually would be better off in index funds. Why? Because — due to the high costs of active management — the majority of actively managed funds fail to outperform their...
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...
