The Cost of Sitting in Cash

As of March 31st, 2020, the amount of money invested in cash reached an all-time high, registering $3.09 trillion, 88% higher than cash investments in 2008. It appears that investors are skittish on the financial markets and the economy – but at what cost? Aside...
What’s in a Benchmark?

What’s in a Benchmark?

It’s natural.  We are wired to measure our portfolio against something to determine if our money is winning or losing.  Most often, stock market indices such as the DOW or the S&P 500 are assumed as proper measuring sticks. Many follow the logic of “well…my...