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Posts for Category: Scott’s Column

Fees Eat Up Return Fees and expenses are two of the most important factors to consider when investing. You can’t control the direction of the financial markets, but you can control what you pay to invest. Every mutual fund or exchange traded fund (ETF) in your portfolio has what’s called an “i

Scott's Column

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Big.  Some firms say you should work with them because they are very, very big.  But who wants to be just another number?  Ever try to resolve a problem with your cable company or your health insurance provider?  That’s what big looks like. Old.  Some firms say you should work with them becau

Scott's Column

What Are Factors? Factors are characteristics common to a group of securities that help explain their returns. These characteristics are distinct and quantifiable and give rise to similar patterns of performance among the securities within the group that distinguish them from other securities over t

Scott's Column

There’s a growing gap between what we know and what we feel.  We know that avoiding panic and staying in place is the best strategy during turbulent markets.  History shows that patient investors are always rewarded, and market timing is a futile exercise. Yet our emotions tell us it’s time to

Scott's Column

TAMP users beware!  There is a disturbing trend in our industry that may get you in trouble with the regulators if you’re not careful. Everything Was Fine Until… It all started innocently enough.  In the “early days” (early 1990s) there weren’t many TAMPs, and their investment offerings

Scott's Column

The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow to a trickle, thankfully. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose. Their explanations about why the

Scott's Column