We are currently meeting with clients and prospects by appointment only. Join our newsletter!
Subscribe
(240) 880-1938
Category

CBS News

Investing habits: The good and the bad

//
Comment0
/
Categories
Choosing good investments is a necessary condition for successful investing. But it’s also important to engage in good behavior once those investments have been selected. The most recent issue of AQR Capital Management’s quarterly newsletter for clients provides great insight...

Read More →

Don’t-miss reads for investors

//
Comment0
/
Categories
It’s not too late to make some summer reading recommendations, and a quick review of my bookcase turned up some titles I think would be valuable for any investor. These books cover topics ranging from a detailed explanation of how...

Read More →

Actively managed funds flop in Europe, too

//
Comment0
/
Categories
For more than a decade now, Standard & Poor’s has been contributing to the debate over active versus passive investing by producing its S&P Indices Versus Active Funds, or SPIVA, scorecards. These twice-yearly scorecards evaluate the evidence concerning the performance...

Read More →