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Passive vs. Active

The Big Picture

But that is not the same as becoming one of the most dominant asset managers in the world. Top 10 Investor Errors: Excess Fees (June 30, 2012). Dangerous for economy. For sure, ETF and fund fees compound over time, and whether or not they are passive or actively managed doesn’t matter. Passive investing is: Marxist.

Taxes 328
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The Fed is Breaking Things (and it could get worse)

The Big Picture

Price stability and full employment seems to have taken a back seat to asset prices, discouraging speculation, and increasing Fed Chair “credibility.” The FOMC seems a little panicky; the result is the Fed is breaking things throughout the economy. The Federal Reserve has become the bear in the China shop.

Banking 339
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 141
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At the Money: Managing a Portfolio in a Higher Rate Environment

The Big Picture

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And so the fear was that they were just going to all pilot in the tertiary bills and they were never going to move into risk assets. So they cut rates to zero to force that money. My stock portfolio is recovering.

Portfolio 152
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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). economy, and the job market is leading the way. on average.

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No Pain, No Gain

Investing Caffeine

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

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Looking at the Rise of Money Losing Companies

Validea

12/31/2012 2.0% 12/31/2012 29.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

CFP 59