As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.”
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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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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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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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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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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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