Issues with Target Date Funds

401K Specialist Magazine has an interesting article about target date fund lawsuits. It’s worth a read if you manage a plan. While target date funds are great choices for most 401(k) plan participants, we’ve never been completely comfortable with them. …

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On the Election

So much ink has been spilled regarding election predictions and how the markets will be affected. We feel that there is little reason for us to add to the noise! Frankly, we have no idea what the short term ramifications …

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Will Value Stocks Outperform?

Fidelity Investments has a nice article on their site regarding Growth and Value cycles. For the last several years, value stocks (those that are priced cheaply but tend to be slower growing companies and oftentimes in more mature industries) have badly …

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End of the Emerging Markets Bear?

In December we wrote that emerging market (EM) stocks were pretty cheap and may be worth owning for investors with patience and a reasonable time horizon. According to Morningstar, EM stocks have average returns of negative seven percent for the …

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