Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Did you miss the upswing? Paul Lim of the NYT
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.
If an Active Fund Doesn’t Die, Does it Win?
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 the funds were winners, but by year five (2008), only 1.4% of the funds (38 out of 2,619) had consistently outperformed their benchmark. Click here for the slide.
