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SPIVA’s (S&P Indices vs. Active) 15th edition of their scorecard saw active managers in a wide range of asset classes overwhelmingly underperform against comparable benchmarks over one-year, three-year, five-year, ten-year periods, and fifteen-year periods.
A brief review of our asset classes over various time frames as of March 31, 2017.
Ever ridden in a car with worn-out shocks? Every bump is jarring, every corner is stomach churning, and every red light or sudden stop is an excuse to assume the brace position. Owning an undiversified portfolio triggers similar reactions.
2016 was full of surprises from Brexit to the election of Donald Trump. Yet despite the political volatility, global markets performed well over the last twelve months. Let’s take a look back at the year that was.
Transparency, or rather the lack thereof, continues to be a major issue in the financial services industry. Marcelo Taboada examines some of the most egregious examples of companies putting their bottom lines ahead of their clients’ success.
2016 Asset Class Returns and Benchmarks
Canadian, U.S. & European equities rose following Donald Trump’s surprise election to the presidency of the United States on November 8. This rise in equities was largely unexpected considering earlier warnings of how a Trump win would create volatility and...
Presidential Elections and the Stock Market
Many of us today are experiencing the strains of helping our aging parents cope with their loss of independence and control. We often approach this issue from a health and living conditions perspective. Another equally important but less considered perspective has to do with financial matters.