During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.
Recommended Research and Articles
- Q1 2018 Market Review
- "Standard & Poor's Indices vs. Active Funds Scorecard, 2016", Standard & Poor’s
- "University Endowments Face a Hard Landing", NY Times
- “Tax-Saving Trades”, by Jonathan Burton, The Wall Street Journal featuring advice from Ed Baldrige
- “Active Management Loses in Risk Study”, by Sam Mumudi, The Wall Street Journal
- “Evaluation of Active Management of the Norwegian Government Pension Fund – Global”