Bond Investing When you buy a bond, you’re lending money to a company, municipality, or government in exchange for regular interest payments over a set period (the bond’s term). When the bond matures, you are repaid the amount you lent, known as the par value or...
One quality we value at Jacobson & Schmitt Advisors (and believe is often underappreciated by many investors) is the tenure of a company’s leadership, or how long individuals have served in their roles. Longer CEO and leadership tenures offer significant...
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...
![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)