Tips by Tim Bock

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Passive or index managers - the terms are often used interchangeably - make no forecasts of the stock market or the economy, and no effort to...
Active management is the traditional way of building a stock portfolio, and includes a wide variety of strategies for identifying companies believed...
In the span of 30 years, passive management has progressed from an oddball academic theory to the cornerstone of institutional investment portfolios,...
One example of the difficulty in beating a passively managed benchmark or fund: The DFA Large Value Fund (passively managed) ranked #12 of 349* US...
Before selecting a investment manager or mutual fund, the manager or mutual fund track record should be analyzed from it's inception. While...
To be successful, active managers must consistently find mispriced securities. Thus, the failure of active money managers to perform better is hardly...
Indexing a securities portfolio is the logical outgrowth of a belief in the effectiveness of a free market system. Just as prices for steel, oil...
Indexing works well in all asset classes. A key advantage of the passive approach is low management fees, low turnover costs and greater tax...
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