Latest Articles
Active Management5 Articles
Wed, Jun 7, 2023
What Do We Take Away From Earnings Calls?
During an earnings call, how do you sift through the information companies are throwing at you? Here’s what we pay attention to, and why we think it matters to investors.
Wed, Mar 29, 2023
An All-Weather Predictor of Stock Returns
Looking for one metric that could anchor your investment strategy? Learn more about Capital Efficiency and its potential for driving strong portfolio returns.
Wed, Mar 22, 2023
Recession: A Stock Picker’s Paradise?
Active management had a solid year in 2022. Does this mean that stock-picking could outperform index funds in 2023? Learn how active funds historically have tended to perform in down markets AND turbulent rebound periods.
Wed, May 18, 2022
Will Picking Today's Hot Sector Drive Long-Term Gains?
No one sector leads the market year after year. So how can your manager help create a portfolio that has the potential to perform well regardless of sector rotation and minimize market volatility?
Wed, Feb 23, 2022
In Active vs. Passive, the Economy May Deliver the Knockout Punch
Evidence suggests the performance of active vs. passive managers can be influenced heavily by the economy and the markets. Is your portfolio ready for a market shift?
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.