…4.29 percent and the fund earned 4.13 percent (which was actually a difference of -0.16 percent, a little better than you might expect). It’s easy to feel good about those…
…growth, value indexes and compared them to the S&P 500 as a whole. I was a little surprised. Let’s start with the good, old-fashioned price-to-earnings (p/e) ratio, as calculated by…
…to raise twice this year. If they only raise once in December, we’ll keep hearing that the current pace of hikes won’t get us back to ‘normal’ for a decade….
…S&P 500 is up 14.1 percent, which is a terrific return, but the S&P 600 Small-Cap index, is up 50.3 percent, which is tremendous. This month isn’t over, so it’s…
…point should be to construct a portfolio with the least amount of embedded risk required to accomplish the desired outcome. Non-Bank Portfolio Our non-bank portfolios (endowments, labor organizations, not-for-profits, pension…
…good – 11.94 percent annualized compared to 10.52 percent for the S&P 500. To the untrained eye, that looks pretty good! Those pesky academics, however, have come up with a…
…World Index (ACWI), which includes all tradable stocks worldwide, has fallen -17.8 percent (in dollar terms) over the same time period. That’s pretty rough, but let’s remind ourselves that during…
**UPDATE** We’d like to share an update to the original post below. Acropolis has re-opened our office. Details below: Acropolis employees have returned to the office. Clients are welcome to…
…a transition. Business transition planning (also known as exit planning) is a process that allows business owners to maintain control over when, how, and to whom the business is transitioned….
…doesn’t buy anything, SPACs turn into interesting arbitrage opportunities for a different kind of investor, but that’s a different story). I hadn’t ever heard of Papa until last night, but…
