Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds
No EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend
The data seems to show that indexing the Foreign Large Cap Blend space is fairly difficult.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends
How do the U.S. Mid-Cap and Small-Cap Blend categories fare in the passive versus active debate?
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Value
Running my screens using Morningstar Direct data found that indexing the large cap value space has similar challenges to indexing large cap growth.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth
Among U.S. large-cap mutual funds, active beats passive.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend
Most articles written on active management vs. passive indexing rarely provide precise “apples to apples” comparisons, much less an all-institutional dialogue about true data.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
The Real Value of an Advisor: 'Risk' and 'Managing'
Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.