“The stock market is designed to transfer money from the active to the patient.” - Warren Buffett. Why we are underperforming in Core Growth. Do we own the right companies? It seems so.
There's still time to contribute to your traditional IRA, Roth IRA or SEP IRA until the tax filing deadline of April 15th.
Is the cap-weighted S&P 500 Total Return Index getting to be too concentrated for some investors? Maybe! Should a fiduciary be concerned? Probably!