Articles

True portfolio diversification involves multiple asset classes
ROCHESTER BUSINESS JOURNAL November 30, 2018 – MARK ARMBRUSTER, CFA The diversification of an investment portfolio has been described as the one…

Equifax Data Breach – What can I do to protect my identity?
WHAT HAPPENED?On 9/7/2017 Equifax announced a massive personal data breach potentially impacting approximately 143 million United States consumers. The breach is a…

Comparing index mutual funds and actively managed funds
ROCHESTER BUSINESS JOURNAL October 14, 2016 – MARK ARMBRUSTER, CFA The index fund recently celebrated its 40th birthday. The Vanguard 500 Index…