A race against hedge funds puts Warren Buffett ahead

Published: April 30, 2012
Billionaire investor Warren Buffett is running ahead on a bet with two hedge fund managers that the Standard & Poor’s 500 Index would beat an index of hedge funds. Buffett, whose flagship Berkshire ...

Global bonds and stocks are the answers for 401k savers

Published: April 30, 2012
Employees who contribute to their 401k and other retirement plans are missing the boat when it comes to worldwide investment diversification, says OppenheimerFunds. Its recent survey of 1,000 investors ...

Passive investors beat active managers in ten-year scorecard

Published: April 30, 2012
Indexed and passive investing have gotten a bad rap from active managers out to protect their turf and the high fees they earn from buying and selling securities. Passive managers buy a portfolio that ...

Client Letter – Q1 2012

By Christopher M. Jones, CFP® | Published: April 11, 2012
During the past quarter, U.S. and international stocks performed exceptionally well, with international and emerging markets doing the best (as they have during the last ten years).  Ironically, U.S. ...