What did we learn about investing in 2022?
While uncharted territory may test our investment fortitude in the heat of the moment, it's important to have a set of principles to refer to in these uncomfortable times.
While uncharted territory may test our investment fortitude in the heat of the moment, it's important to have a set of principles to refer to in these uncomfortable times.
A historical analysis of US-domiciled equity funds has found no meaningful relationship between market volatility and outperformance by active managers. In other words, traditional active investments may give you more concern than comfort during market uncertainty.
Used properly, an HSA is a great way to build tax-free wealth via deductible contributions, investing for growth over time, and taking tax-free distributions and reimbursements later.
A long-term investment strategy focused on global diversification can position an investor’s portfolio to capture the returns from thousands of companies across the globe.
Value investing can be a reliable way for investors to increase expected returns going forward.
We believe evidence is more helpful than emotions when it comes to investment decisions.