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Recent News and Articles

Kevin’s Corner: Actively Addressing Today’s Market

February 24th, 2016|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

As stocks surged from 2012 through 2014, there were many stories in the press about how passive investment strategies represented by exchange-traded funds (ETFs) were superior to actively managed strategies such as mutual funds in terms of both performance and cost.  The theory is that ETFs that merely track the performance of an index such as the S&P 500 produce higher returns and cost much less than mutual funds controlled by a portfolio manager making investment decisions in common stocks.  The truth, as is often the case, is more complex, so let’s try to simplify it. It [...]

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