Category Archives : Perspectives


Is the mutual fund about to go extinct?

The active versus passive management debate has been raging the last few years.  How easy is it really for a manager to beat his benchmark?  Well, as evidenced by one review, all actively managed U.S. equity funds benchmarked to the S&P 500 Total Return versus the SPDR ETF at rolling 5 year annual returns (1998-2012), […]


IT Takes Real Leadership

I always find this to be an interesting and useful time of year for reflection, both personally and professionally.  It’s an important opportunity to assess what we’ve done well and where we need to do more and be more effective.  It’s also an opportunity to think through our passions, where and how to make some […]