Investment Insights Blog | Plancorp | Investing (9)

The Failure of Active Management

For the past 11 years, the S&P Indices Versus Active (SPIVA) Scorecard has been the de facto scorekeeper of the active versus passive debate, and last month they released their mid-year update. Below is a graphic of active funds that failed to beat their respective index.  As you can see, the Read more…

Do It Yourself or Hire an Advisor?

A common dilemma that everyone faces at one time or another is the choice of whether to manage your own investment portfolio or hire the help of a financial professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this Read more…

Measuring the Risk and Return Tradeoff

In an earlier post, we started the process of defining risk by introducing three key ideas: Read more…

Asset Location Strategies

Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…

Valuations and Return Expectations

Valuation – the price you pay for earnings, assets minus liabilities, cash flow, etc – is one of the best indicators of future returns.  In general, we experience lower returns when valuations are high (i.e. stocks are more expensive), and higher returns when valuations are low (stocks are cheaper). Read more…

Evidence-based Investing vs. Stock Picking

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