With investing news and information instantly available to the public, investors have taken a do-it-yourself approach, allocating assets in seconds with one of the many…View More Building Portfolios Beyond Modern Portfolio Theory (MPT) and Conventional Investing Wisdom — How Advisors Can Add Value
We’re asking ourselves a few big questions within this episode of Bull|Bear Radio. Like why does the industry push buy & hold? Investors following conventional…View More Building Smarter Portfolios: Are Investors Smarter than the Average Bear? (#69)
Can you identify how a manager differs from a particular benchmark? WBI President & Chief Investment Strategist, Matt Schreiber, discusses the importance of active share…View More Bull|Bear Minute | Apr. 26, 2019 | Passive vs. Active: How Do They Stack Up?
In this article, Don Schreiber, Jr. discusses how passive indexing has gained popularity over the last 10 years and why this may not be the best bet.View More Why Passive Indexing Is a Bad Bet as Global Conditions Weaken
Get ready; it’s about to happen again. After July’s market close I expect to see headlines pummeling the performance of the so-called “average active manager” versus the passive S&P 500 Index.View More Are Comparisons of Active Managers to Passive Indexes Misleading Investors?
Don Schreiber, Jr., WBI Founder and CEO, quoted by U.S. News & World Report.View More Are Actively Managed Mutual Funds Fading Away?
By Don Schreiber, Jr. – WBI Founder and CEO Over the past few years, the hot theme in investing has favored low-cost indexing products over actively managed…View More Don’t Ignore the Long-Term Performance of Passive Investing
The benefit of a financial advisor should be receiving exceptional value. Matt and Don break down ways to avoid the average, as the active vs.…View More Why Be Average? (#36)
Why WBI believes in active management.View More Are You Active?
The days of low volatility may be in our review mirror even though market fundamentals look good. Learn why Matt and Don think the Fed…View More Is Market Volatility Here to Stay? (#19)
Stock market volatility is back on investors’ minds this week. Do you want the whole enchilada? Don and Matt warn against herd mentality and also…View More What’s Behind the Stock Market Volatility | How WBI Manages Risk to Capital (#18)
Does the “Down Dow” have you worried about your investments? Matt Schreiber, President & Chief Investment Strategist at WBI, says we are working to protect…View More WBI Market Minute | Feb. 6, 2018 | Down Dow Have You Worried? WBI Enhanced SMAs Have Already Raised Cash