Articles

Index mutual funds vs active funds

Playing the long game can earn your portfolio big rewards

ROCHESTER BUSINESS JOURNAL April 17, 2020 – MARK ARMBRUSTER, CFA The song “Mr. Bojangles” is a staple on radio stations that feature…

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Q1 2020 Asset Class Returns

Portfolio Review – Q1 2020

Our discussion of the capital markets for the first quarter could be quite brief: it was bad. However, there are some interesting…

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Investment Portfolio Rebalancing

Buy-and-rebalance Approach: Best Course for Long-term Wealth

ROCHESTER BUSINESS JOURNAL April 5, 2019- MARK ARMBRUSTER, CFA The current economic expansion is now 117 months old. Looking at data that…

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