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Being Too Conservative Can Be a Risky Strategy
It is generally accepted that when it comes to investing, there is a relationship between risk and returns. When done intelligently, increasing portfolio risk provides a corresponding increase to expected return…
Is Value Investing Dead?
Value investing has been around for nearly a century, developing a devout group of followers over time. Some of the world’s most prominent investors employ a variation of the strategy, including Omaha’s…
Socially Responsible and Environmentally Sustainable Portfolios
An increasing number of investors are looking for ways to align investment decisions with their own values and philosophies. As a citizen, you can express your political preferences around sustainability and other social…
Outsmarting the Ivy League?
Each year, the National Association of College and University Business Officers and Common Fund Institute produce a study on the returns of college endowments.[1] This study tracks the results of University investment portfolios by size of their endowments. Of the schools participating in the study in 2016, more than 93 had endowment assets exceeding $1-billion.² Schools such as Harvard, Yale, Stanford, Princeton and Notre Dame all have endowments over $1-billion and their returns were contributed to the study…
Timing is Not Everything
The financial industry analyst firm Dalbar has been tracking investor returns for more than 30 years. Their studies take into consideration general investor cash inflows and outflows into equities over time and its effect on performance…
“Yellen” At The Fed
The Federal Reserve was created in 1913, when President Woodrow Wilson signed the Federal Reserve Act into law. While the Fed has many general responsibilities, its main one is to maintain the stability of the financial system and…
Mind What Matters… Focus Efforts On What You Can Control
You may have heard our brand promise at Lutz Financial: “Mind What Matters”. While catchy and cute in the marketing sense, it is also very consistent with our approach in working with clients on a daily basis. We spend time working on the…
Love Indexes – Hate the Index
Studies have shown that over longer time periods actively managed funds are outperformed by their respective index benchmarks. In one such recent study, Standard and Poor’s¹ released that more than 79% of US Large-Cap funds are…
Do I Own a Market?
It’s an important distinction that we as investors need to get correct in our minds. Do I own a “market” or a collection of businesses? All too often, investors fall into the trap of thinking that the market is a beast that is prone to violent swings that…
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