Posts filed under: passive investing

In Investing, Winning Means Being Average

Wednesday, March 24, 2015 | Joe Alfonso, GoLocalPDX Contributor There is a long-running debate regarding whether it is possible for an investor to outperform the broader stock market consistently over time. There are those who believe that there are investors...

The Hazards of Investing In High Turnover Mutual Funds

Wednesday, December 17, 2014 | Joe Alfonso, GoLocalPDX Contributor Morningstar, the Chicago-based mutual fund rating firm, recently reported on the 2014 performance of various funds (“The Winners and Losers of US Equity Funds in 2014”). One of the funds listed,...

The Lesson from the Bill Gross Saga: Invest in Markets, Not Managers

Wednesday, October 29, 2014 | Joe Alfonso, GoLocalPDX Contributor It’s been interesting to follow the recent handwringing in the financial press about Bill Gross, the bond fund manager, and his abrupt departure from the investment firm, PIMCO. For those of...

Money Talks: Four Tips for Successful Investing

Wednesday, September 03, 2014 | Joe Alfonso, Personal Finance Expert, GoLocalPDX You’ve got money to invest but you’re worried about wading into the morass of financial decisions that might entail. Don’t. In spite of what financial pundits and many investment...

Timeless Investing Principles

I am always struck by the financial media’s response to market turbulence. Pundits regularly react to events such as the current European debt crisis or the slow-to-recover US economy as if these challenges are somehow unprecedented, requiring a fundamental change...

Active Versus Passive Investing

There exists a long-running debate regarding whether it is possible for individual investors to outperform the broader stock market consistently over time. On one side are those who believe that there are investors who have an inherent ability to outperform,...