1

What is Survivorship Bias?

By Scott Stratton, CFP(R), CFA In Portfolio Management /  

2

20 Years Financial Planning

By Scott Stratton, CFP(R), CFA In Behavioral Finance /  

3

Index Funds vs Mutual Funds

By Scott Stratton, CFP(R), CFA In Portfolio Management /  

4

Why Index Funds Are Better

By Admin In Financial Planning /  

5

Investing During Coronavirus

By Scott Stratton, CFP(R), CFA In Behavioral Finance, Portfolio Management /  

6

Increase Returns Without Increasing Your Risk

By Scott Stratton, CFP(R), CFA In Portfolio Management /  

7

Manager Risk: Avoidable and Unnecessary

By Scott Stratton, CFP(R), CFA In Portfolio Management /   1 Comment

8

Do Top Performing Funds Persist?

By Scott Stratton, CFP(R), CFA In Portfolio Management /  

9

Are Smart Beta ETFs Right for You?

By Admin In Portfolio Management /  

Smart Beta ETFs seek to avoid this issue of overweighting the most expensive stocks by using alternative weighting or selection criteria.

10

Why You Need to Drop Your Mutual Funds for ETFs

By Admin In Portfolio Management /  

According to a report this week by JPMorgan, 67% of active funds performed worse than their benchmark in Q3. Half of those funds (34%) lagged their benchmark by at least 2.50%.