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Tags: evidence-based investing, passive investing, passive investor, financial security, fixed income, Yield Curve
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.”
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Tags: community pharmacist, pharmacist 401k, community pharmacy retirement program, summerville investment advisor, asheville investment advisor, summerville, asheville, independent restaurant owner, restaurant owner, hospitality business owner, community pharmacy 401k, pharmacy owner, evidence-based investing, pharmacist retirement plan, independent community pharmacy, pharmacy owner independence, passive investing, passive investor, financial plan, personal retirement, investment policy statement, 401k options, profit-sharing
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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing, passive investing, passive investor
If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.”
There was the usual stream of global news. To name a few highlights: Read More
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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing, passive investing, passive investor
For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as "passive," versus active attempts to beat the market. We prefer to think of ourselves as evidence-based.
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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing, passive investing, passive investor
You’d be surprised how often we speak with families who don’t know exactly what they’re invested in, how well or poorly those investments have been doing, and where their various assets are located. If you are in similar circumstances, don’t feel too bad, because it’s quite common. But do know that it doesn’t have to be this way.
To add uncommon insights into your wealth and your life, Waypoint offers complimentary, no-obligation portfolio analyses.
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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing
It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. In "Why Our Social Feeds are Full of Politics," Canadian digital marketing executive Tara Hunt observes, "American politics, it seems, makes for high-intensity emotions far and wide." The intensity will probably only increase as the November 8 election date nears.
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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing
SPIVA, is Standard and Poor 's bi-annual “Scorecard” comparing the performance of active-managers and their benchmarks. This is the 14th year and the SPIVA Scorecard has served as the de facto scorekeeper of the active versus passive depate. Once again the evidence is overwelmingly in favor of passive. As of 12/31/2015, the S&P Composite 1500 returned 1.01% while the S&P 500 returned 1.38%. During the same period 66.11% of active large cap managers under performed the S&P 500, 56.81% of mid-cap managers underperformed the S&P MidCap 400 and 72.2% small-cap managers underperformed the S&P SmallCap 600 respectivelly.
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Tags: prudent investor, summerville investment advisor, asheville investment advisor, investing, prudent portfolio, evidence-based investing
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Tags: prudent investors
When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar, if less familiar rule that applies to your investments. By managing asset location within your portfolio, we help you keep as much of your wealth as possible – even after the tax man takes his cut. Given how deep that cut can be, it’s another way we add value to your total experience as an investor.
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Tags: prudent investor