by Springwater Wealth | Sep 24, 2014 | Investment Management, Services, Wealth Management
Last week, California Public Employees’ Retirement System (CalPERS), the largest pension fund in the US, announced that it would pull all $4 billion from its hedge fund investment program of 24 hedge funds and six hedge “fund-of-funds”. CalPERS was one of...
by Springwater Wealth | Aug 28, 2014 | Investment Management, Wealth Management
The financial services industry spends millions of marketing dollars every year trying to convince investors that the key to financial success is picking the right stocks (or mutual fund) or correctly timing the market. Yet study after study over the past four decades...
by Springwater Wealth | Aug 26, 2014 | Investment Management, Services, Wealth Management
In an August 19, 2014 article on the CBS MoneyWatch website, author Larry Swedroe tackles the question of whether active management can generate superior results to index or asset class-oriented strategies in less developed market segments, like emerging markets...
by Springwater Wealth | Jul 28, 2014 | Investment Management, Wealth Management
At Springwater, we believe that the best strategy for generating superior long-term investment results is to focus on setting the appropriate asset allocation (or mix of categories of investments, like large cap stocks, small cap value stocks, real estate, bonds, etc)...
by Springwater Wealth | Jun 2, 2014 | Investment Management, Services, Wealth Management
“Low cost is the single best predictor of subsequent performance [for mutual funds] … it’s definitely not past performance.”, according to the director of fund research at Morningstar. Do you know what the expense ratios are for the funds in...