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Posts for Category: Scott’s Column

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The financial markets have been volatile since the beginning of the year.  After three great years, the stock market has been down significantly in 2022.  Interest rates have risen causing bond prices to fall too.  That’s a double whammy we haven’t seen too often recently. In the face of this

Scott's Column

Featured

You have to feel sorry for active managers.   According to the year-end 2021 SPIVA Scorecard research from S&P Dow Jones, here is the percentage of actively managed US equity funds that underperformed the S&P 1500 Index over various time periods ending December 31, 2021. It paints a gri

Scott's Column

You think you know what clients want, but do you really? We all shake our heads vigorously in agreement when someone says that to have a more successful business, you need to design an excellent “client experience.” We might not know exactly what that means, but with a little digging we learn th

Scott's Column

Later this quarter (Q1 2022), First Ascent will be introducing a direct indexing offering to the advisors we work with. We call our new offering Customized Index Portfolios. Customized Index Portfolios hold individual stocks and can be designed to reflect the investment goals, values, and preference

Scott's Column

What is Inflation? Inflation is a measure of how much prices for goods and services are rising in an economy. Inflation can be caused by a number of factors. Demand-pull inflation occurs when there is more demand for goods or services than the current supply can meet. This allows companies to raise

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

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