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Pro (active) versus Passive: A case for “old fashioned” stock picking

The Wager: Active vs. Passive In order to prove investors were better off investing in index funds rather than pay for stock pickers, Warren Buffett famously made a wager in 2008 that the Standard and Poor’s 500 index fund would outperform five funds of hedge funds over the ensuing ten-year...

The Road to Recovery: Smart Financial Decisions

The Road to Recovery Dear Clients and Friends, As we celebrate Independence Day, we are reminded of the many freedoms that have been restricted since the onset of the Covid-19 pandemic. Celebrations of life, graduations, weddings, retirements, and funerals have been postponed indefinitely. We have...