Active Fund Performed “So-So” in 2019

Although the markets “treated investors kindly last year,” a recent Morningstar article points out that most active funds lagged their benchmarks. Morningstar conducted a study of calendar-year total returns of…

The Importance of Diversification

A recent article in Vanguard argues that diversification is the best way to control the risk that is necessary to generate portfolio returns. Here are the main takeaways: Fund type…

Why Rebalancing is Important

Those investors who have let the extended bull market drive their equity allocations  higher without rebalancing “may be holding riskier portfolios than they initially signed up for,” according to a…