Articles

Jonathan Scheid, CFA, quoted in Reuters

June 1, 2015

President & Chief Investment Officer, Jonathan Scheid, CFA, quoted in Reuters on “Vanguard ties help Wellington buck weak trend in active funds.“

 

International Stocks: Having a Great Year

May 19, 2015

By Jonathan Scheid   15-May-15 8-May-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,122.73 2,116.10 0.31% 3.10% 13.04% Dow Jones Industrial Average   18,272.56 18,191.11 0.45% 2.52% 10.80% Nasdaq Composite   5,048.29 5,003.55 0.89% 6.59% 23.41% Russell 2000   1,243.95 1,234.93 0.73% 3.26% 12.79% MSCI EAFE (Intl.)   1,949.49 1,925.44 1.25% […]

 

The Right—and Wrong—Reasons for Passive Investing


There’s no denying the growing popularity of passive investing. Passive mutual funds and ETFs now account for about a quarter of U.S. investment assets, according to Morningstar. And the trend is gaining strength: In 2014 alone, active U.S. equity funds lost $98.4 billion, while passive U.S. equity funds attracted inflows of $166.6 billion. Of course, […]

 

Underappreciated Market Tailwind Gets Stronger

April 14, 2015

By Jonathan Scheid   10-Apr-15 3-Apr-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,102.06 2,066.96 1.70% 2.10% 15.77% Dow Jones Industrial Average   18,057.65 17,763.24 1.66% 1.32% 12.67% Nasdaq Composite   4,995.98 4,886.94 2.23% 5.49% 24.91% Russell 2000   1,264.77 1,255.66 0.73% 4.99% 13.80% MSCI EAFE (Intl.)   1,901.28 1,872.87 1.52% […]

 

Are You Worried About Money 475 Hours a Year?

March 17, 2015

By Jonathan Scheid   13-Mar-15 6-Mar-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,053.40 2,071.26 -0.86% -0.27% 11.53% Dow Jones Industrial Average   17,749.31 17,856.78 -0.60% -0.41% 10.48% Nasdaq Composite   4,871.76 4,927.37 -1.13% 2.87% 14.75% Russell 2000   1,232.14 1,217.52 1.20% 2.28% 4.29% MSCI EAFE (Intl.)   1,815.84 1,848.58 -1.77% […]

 

Is Europe Off the Ropes?

March 10, 2015

By Jonathan Scheid   6-Mar-15 27-Feb-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,071.26 2,104.50 -1.58% 0.60% 10.29% Dow Jones Industrial Average   17,856.78 18,132.70 -1.52% 0.19% 8.53% Nasdaq Composite   4,927.37 4,963.53 -0.73% 4.04% 13.63% Russell 2000   1,217.52 1,233.37 -1.29% 1.06% 1.18% MSCI EAFE (Intl.)   1,848.58 1,886.26 -2.00% […]

 

The Blue and Black White and Gold Market

March 3, 2015

By Jonathan Scheid   27-Feb-15 20-Feb-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,104.50 2,110.30 -0.27% 2.21% 13.18% Dow Jones Industrial Average   18,132.70 18,140.44 -0.04% 1.74% 11.10% Nasdaq Composite   4,963.53 4,955.97 0.15% 4.80% 15.21% Russell 2000   1,233.37 1,231.79 0.13% 2.38% 4.26% MSCI EAFE (Intl.)   1,886.26 1,866.73 1.05% […]

 

Can an Earthquake Myth Help Explain Markets?

February 18, 2015

By Jonathan Scheid   13-Feb-15 6-Feb-15 Weekly% Change YTD% Change 12 month %Change S&P 500 Index   2,096.99 2,055.47 2.02% 1.85% 14.05% Dow Jones Industrial Average   18,019.35 17,824.29 1.09% 1.10% 11.54% Nasdaq Composite   4,893.84 4,744.40 3.15% 3.33% 15.31% Russell 2000   1,223.13 1,205.46 1.47% 1.53% 6.43% MSCI EAFE (Intl.)   1,839.35 1,812.12 1.50% […]

 

Advice Pays – As Much as 2.9% per Year

June 30, 2014

Financial advisors and professional money managers provided investors significant value before, during and after the Great Recession. So says a study by human resources consulting firm Aon Hewitt. Their study, “Help in Defined Contribution Plans: 2006 Through 2010,” explores how investors who had investment help faired versus investors who didn’t. In the study, Aon Hewitt […]

 

Now Available: Five Strategies for a Rising Rate Environment Revisited

December 23, 2013

Kane Cotton, CFA and Jonathan Scheid, CFA were recently featured in Advisor Perspectives. Their article, “Five Strategies for a Rising Rate Environment Revisited,” provides a review of their 2010 strategies, a look at the recent summer stress test and how they recommend positioning a portfolio going forward. The article can be found here. We encourage […]