Category: Portfolio Management

Tale Of 2 Stock Markets

The fourth quarter of 2018 was a pretty miserable one for investors, with the S&P 500 Index losing 13.5%. And it was looking a lot worse on Christmas, although the index rallied 6.8% in the

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A Tale Of 3 Small Value Funds

Index funds and structured passive asset class funds are similar in the way that rectangles and squares are similar. All squares are rectangles, but not all rectangles are squares. Similarly, while all index funds are

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