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    Active Management8 Articles

    An engine gets a tune-up with new oil

    Tue, Jun 25, 2024

    When Is It Time for a Portfolio Tune-Up?

    Want your portfolio to go the distance? You’ll need to make sure it’s running smoothly. Use these 5 steps to get started on your regular “portfolio tune-up.”

    Copper scales are imbalanced

    Tue, May 7, 2024

    What Is the Do-Say Ratio?

    We believe a do-say ratio can reveal how a company has historically delivered on its promises. It can be an important concept for investors to consider when buying stocks — here’s why.

    A mature self-employed woman plans her retirement with a solo 401(k) at her kitchen table

    Tue, Apr 30, 2024

    Solo 401(k)s for the Self-Employed

    Self-employed? Here’s what to know about saving for retirement with a solo 401(k).

    Tue, Apr 23, 2024

    AI & The Stock Market: What Investors Need to Know

    Advancements in tech continue to create waves in the market. Here’s how your portfolio could potentially be impacted.

    What Do We Take Away From Earnings Calls

    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.

    An All-Weather Predictor of Stock Returns

    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.

    6 Sources of Retirement Income

    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.