By now, almost no one would deny that passive, index-based investment strategies have performed well this decade. Since 2010, passive strategies have managed favorable risk-reward performance by nearly any metric.

Friday marked both the end of the month for the markets and the end of the quarter. Since the S&P500 topped in late January, stocks entered an immediate correction after a rally that had lasted since the November 2016 election. But the good news is…

Warren Buffett once quipped that there are two rules in investing. First, don’t lose money. Second, don’t forget the first rule. There is both truth and untruth to this statement, and it’s helpful to investors to know which is which.
First, the untruth. Losses are an ordinary part of ALL successful investing.

I just had the great pleasure of listening to Michael Covel’s recent podcast with Aaron Brown. I always love listening to Aaron Brown speak because I expect either to learn something new or to learn something different about what I thought I knew.