Active vs. passive

Private investments are increasingly offered to individual investors, positioned as opportunities once reserved for elite institutions. Yet their complexity, high costs, and limited transparency raise important questions about their long-term […]

With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?

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.

See how Wall Street’s top forecasters fared with their 2023 predictions – and why following their “hot stock tips” and market timing advice could be hazardous to your wealth.

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 […]

Understand how mutual fund capital gains distributions work in down markets and learn strategies to minimize their tax impact on your investment portfolio.

Is active investment management always the way to go? We don’t think so. Discover why active investment managers consistently underperform and why index investing is a more reliable long-term strategy.