The success rate for active managers has not been very good. In fact, it has been downright awful. It is really hard to beat an index. If you or your advisor are pursuing traditional active management, you’ll need to depend on some serious luck. The decisions you or your financial advisor make around the types of managers and investment strategies you invest in can make a big difference in your long-term returns.

There were so many big events competing for our attention this summer. It is important to remember that we are inherently biased to pay more attention to recent alarms than long-term trends. As an investor, if you overemphasize the news that looms the largest, you’re far more likely to damage your investments than do them any favors.

If interest rates are going to continue to rise, does investing in bonds make any sense? Here are 6 reasons to continue to invest in bonds.

With the S&P 500 hitting all-time highs in 2021, why not just keep investing in what’s winning? Why take on the risks of other markets when everything is so good with the S&P?

Private investments continue to play a larger role in the investment universe. In this blog, we share overviews of 2 private investment markets - private credit and private equity.

There is a 161% gap in return expectations between individual investors and financial professionals. We examine real, historical returns to see a better investment perspective.

Here's what we know now about 2021 tax changes - how can you optimize now?

Around this time last year, COVID-19 was officially declared a global pandemic and the markets plummeted 30%. We reminded our clients and readers at that time to focus on the bigger perspective. Now, one year later, we can see the market correction in a larger context. What lessons should we learn?

The Biden Administration has proposed several tax law adjustments. With a Democratic sweep, we can expect many of these changes to take place. These include potential increased corporate tax rates, lowered estate tax exemptions, elimination of Step-Up in basis, capital gains tax rates, and more. Be watchful of changes and adjust your estate plan and investing goals accordingly. This could be one of the most important planning years ever!

We are all limited by our own behavior that may not be rational. When we are aware of our tendencies and we have the right checks in place, we can implement the necessary measures to avoid making costly mistakes.

For the past several years, we have looked back at the market forecasts provided by the economists of the major banks. This year, we take a look at not just the original forecasts for 2020, but also how the forecasts changed in the midst of COVID-19, and how you should respond to these “expert” predictions.

If you're planning a Roth conversion or evaluating the tax implications of Roth contributions, consider the barbell strategy for your retirement planning.

In The Psychology of Money, Housel cleverly describes what he sees as the biggest issues affecting investment success – our own psychology and human nature.

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.

How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

With the holiday season, there is often increased anxiety and stress, yet it is a time when we are encouraged to have gratitude.

Should you change your investment allocation with the upcoming election? Let's take a look at historical & current data of markets & politics.

“Star-rating” or similar ranking systems have been popularized by Morningstar and Lipper. Should you use these when selecting a fund?

What is yield chasing? Why is it dangerous? Investors take on extra risk for extra yields, putting their portfolio in danger when downturns come. A diversified, balanced portfolio is key.

Does value investing still matter or is it dead? The valuation gap between growth stocks and value stocks is at historical levels as growth has outperformed value for 10+ years.