Estate Planning and Legacy Contacts: Preparing for Your Digital Assets One area of estate planning that gets overlooked is one’s digital assets. One way to prepare is by assigning a Legacy Contact—a trusted person who can access your phone or account data after you...
The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
If you’ve made it through our first two posts on this topic, you’ve learned: ALL investing decisions are “active.” However, the active mutual fund industry doesn’t get the best investment returns for individual investors because it wasn’t designed for that. As David...
“The mutual fund industry is not an investment management industry. It’s a marketing industry.” – David Swensen (fmr. CIO of Yale & asset allocation pioneer) Why hasn’t active management – and we mean specifically in mutual funds – worked for...
In recent years, there’s been a considerable debate about which is better, active or passive investing. Most people narrowly define them as the following: Active: Someone, usually a mutual fund manager, picks and chooses investments for you, versus Passive: You just...
Congratulations! You’ve finally reached the point where you earn a few more dollars than you spend each month.What should you do with that extra cash? Where should it go? Those are the questions we’ll help answer. Why does it matter where you save? You work hard for...
![Value of Active Investment Management Part 2: Why hasn’t active management worked for [individual investors]?](https://jandsadvisors.com/wp-content/uploads/2024/05/Individual-Investors-980x653.jpg.webp)
