Articles

Portfolio diversification

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…

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Equifax Hacked - Data Breach - Identity Theft

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…

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Index mutual funds vs active funds

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…

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