Articles tagged "mutual funds" - Resource Consulting Group

Quarterly Commentary, Q1 2019

April 16, 2019
Quarterly Commentary

Global equity markets were positive across the board for the first quarter, with Real Estate Investment Trusts (as measured by the Wilshire REIT Index) being the best performing asset class.

Fixed Income: Keep it Safe and Stable

March 3, 2017
Frank Garcia
Articles

The ingenuity of brokerage firms and mutual fund managers never ceases to amaze us. Every time we blink an eye, a new type of hedge fund or mutual fund enters the market with a well-thought-out name, promising to be the next great investment opportunity.

Chasing Returns: Part Two – Avoiding Recency Bias

January 14, 2016
Kimberly Sterling
Articles

What is “recency bias”? It comes from the field of Behavioral Economics and represents a tendency for some people to focus solely on "what's happened lately" when evaluating or judging something.

With a Little Help from My Friends

November 6, 2015
Linda Palonen
Articles

A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.

Buffett’s Explicit Instructions to His Wife: Index!

June 10, 2014
Gregg Biro
Articles

It’s interesting that Warren Buffett, the fourth wealthiest person in the world (according to Forbes) and one of our most successful investors, offers some sage investment advice to his adoring public that is largely ignored. His simple message to investors is to avoid trying to beat the market.

Dispelling individual bond myths

June 4, 2013
Articles

Many investors will buy mutual funds for the common stock portion of their portfolio but prefer individual bonds for the fixed income portion.

Mutual Funds versus Separate Accounts

March 8, 2002
Articles

Mutual funds have become tremendously popular over the past two decades. Their efficiency and simplicity have been a boon for investors. Recently, the popularity of separate accounts has seen resurgence. Many articles have been written claiming that separate accounts are…