Aug 31, 2020
The Investment Advisers Act of 1940, more commonly known as the 40 Act, is a U.S. federal law that defines the role and responsibilities of an investment advisor. Prompted in part by a 1935 report to Congress on investment trusts and investment companies prepared by the SEC, the act provides the legal groundwork for...
Aug 28, 2020
Active managers persistently lag the returns of benchmarks and index funds that track them, with the excuses for underperformance recycled every year. We are going to discuss a book, The Incredible Shrinking Alpha, which is the antidote for the active managers’ siren song. It will reinforce your commitment to indexing...
Aug 20, 2020
The key challenge facing advisors this year has been to keep their clients invested and focused on their long-term goals. That challenge came about when we saw a steep market decline in the first quarter followed by a strong rally. Now, the dissonance between market valuations and an unhealthy economy is leading many to...
Aug 12, 2020
Colorado-based Cambiar Investors is known for its ability to adapt to evolving markets and industries. It has weathered numerous market cycles and knows how to position portfolios with the goal of delivering long-term performance to its investors. It makes decisions that are aligned with positive outcomes for its clients.
Aug 10, 2020
(Recorded Friday, August 7 2020) This morning we learned that 1.8 million jobs were added in July and yesterday the Department of Labor’s weekly unemployment claims reported that another 1.2 million individuals filed for unemployment last week.