Active vs. passive

Wall Street’s annual forecasts are back. Before you chase the ‘top stocks for 2025,’ see how last year’s predictions held up. (Spoiler: not great.)

The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The Fed’s rate decision, Nvidia’s record […]

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. […]

Markets hit record highs in early 2024, but concerns persist. Are higher interest rates a warning sign? Watch our Q1 recap for key takeaways and insights on what’s ahead.pt.

Another new year has begun, which means Wall Street’s “Where to Invest” prediction pieces now dominate the financial pages.  As usual, headlines read something like “Here’s What the Experts Predict” and […]

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S. stock and bond markets. Through […]

On the heels of last year’s double-digit stock market losses and the worst year for bonds since 1792 (you read that correctly, seventeen ninety-two) one can’t blame investors if they’re […]

What have 2018 and 2022 had in common for me? If you recall, 2018 ended on a sour note across many asset classes, and this year’s market performance isn’t looking […]

It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the form of capital gain distributions. […]

At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market timing. Examples include exiting sectors […]

Here’s a question: Why does your car need a rearview mirror? Once you’re moving forward, does it really matter what lies behind you? I think we can all agree, whether […]

With markets bouncing up and down, investors may be fearful the Omicron variant will send stocks into a tailspin. Others worry global supply chain and price pressures will turn inflation […]