The ETF industry is dominated by the big players. They control most of the assets and they have some clear advantages over the smaller companies within the industry in terms…
Tag: Investment Strategy
Capitalism and Value Investing
Although value investors have been “on the wrong side of exuberant financial markets for more than a decade,” both the value and growth approach are necessary in a capitalist economy.…
Investment Strategy Too Good to Be True? Take Closer Look.
A recent CFA Institute article tested a theory (shared by a large investment management firm) that a portfolio invested 51% in the S&P 500 could yield the same returns as…
Building an Investment Checklist
By John P. Reese — In this year’s letter to Berkshire Hathaway shareholders, Warren Buffett refers to the conglomerate’s “gradual shift from a company obtaining most of its gains from…
Politics Shouldn't Impact Investing Decisions
“In a period of otherwise extended market calm, ” says a New York Times article published in May, “geopolitics have been driving periodic bouts of volatility.” Citing such events as…