Were you out of the stock market when it turned around in March? You’ve got plenty of company. We suggest reading this recent article by Paul Lim of the NYT. Click here for the full article.

It should come as no surprise that active funds do not outperform their benchmarks over a significant time period, but take a look at the data. This graph shows the percentage of funds in the surviving universe (29% do not survive) that beat their benchmark in consecutive years. In the first year (2004), 33% of [...]

Art Holliday interviews Matt Hall regarding the 60% run up in world markets and who could have predicted it.

Some of the most complex problems investors face can be solved with simple solutions. The following rules help investors build and adhere to a well-designed investment plan. Click here to read the rules.

Should equity investors be alarmed by the prospect of greater government intervention in the US economy? Weston Wellington looks at examples of US intervention in the past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting [...]

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Brian Haywood, from our strategic partner, explains some of the key differences between municipal bonds and corporate bonds.

One of our favorite books, which we give out through this web site, is highlighted in the NY Times. Click here for the full review. The author’s name is Bill Schultheis, and he recently released an updated edition of the book that first made him popular, entitled The Coffeehouse Investor. We are particularly fond of the [...]