Category Archives: Active Versus Passive Investing

Did Morningstar ‘Fess Up Or Stumble?

We love to talk about how our method of investing is as exciting as watching paint dry.  Sometimes, however, there is a little drama in our corner of the investment industry.
Russel Kinnel is Director of Mutual Fund Research for Morningstar, Inc.  He released a study this week proving that mutual fund expenses are better at [...]


How Did Your Portfolio Perform?– Understanding Risk and Diversification

In competitive pursuits, there are established and transparent measurement systems to
determine not just performance but how performance is achieved. In professional sports,
a variety of statistics are used to compare individual and team performance. Everyone
from team managers to owners to bookies use these common statistics. And because the statistics don’t like, there is little [...]


Assets Out of Management — Challenging ‘Assets Under Management’

A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have out done him, commenting before Congress “BP cares about the small people”. After 11 deaths, destruction of Gulf fisheries and a local [...]


I Believe, But Help Me In My Unbelief — Dealing With Market Volatility

A man having a religious crisis of faith initially spoke the famous words of this blogs subject line. He was acknowledging that with tough decisions, there is a continuum, not a simple yes or no answer. You can have conviction, but circumstances come along that challenge it’s depth.
Similarly with such market volatility [...]


Active Investing Is About Being Right, Not What You “Do.”

Do you like investing? Find it fun to read, study and peruse investment resources to better yourself as an investor?  Have you given your children a few bucks to buy their favorite stock so they can start early, learning important financial lessons?
You may be wasting your time.  Does persistence, effort, practice, and increased activity over time [...]


How To Not Check Your Retirement Portfolio

There are different types of retirement investors and ultimately, different approaches to growing your money.  Some investors play the high stakes game of competing against the market itself. These investors have entered the largest poker tournament the world has to offer. And who has joined these gamblers at the table? Teams of the smartest minds, [...]