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Insights - What's on our mind

Here is a selection of articles and thought-pieces to help you make better decisions.

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Hedge Funds vs. Private Equity: A Quick Overview

The term hedge fund has evolved from the early days when hedge funds actually hedged their positions as compared to the general markets. Today, though, hedge funds are private investment funds that follow a variety of strategies (Global Macro, market neutral, Long/Short, commodities, etc.) many using leverage, in order to generate outsized returns (many times with outsized risks) versus the market. In many ways they are less-regulated mutual funds with higher fees. Their performance across time has been shown to be relatively average (with high costs) and many large institutions have begun to pare back their exposure to the funds.

Investment
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Portfolio Basics: Investing for the Long Term

Long term investing is a great way to compound the growth of your investment assets. There are several relatively simple steps you can take to ensure that your are giving yourself the best chance to benefit from the return potential in the markets. First, make sure you are diversified and that you stay in the markets. Times of turbulence will test your wherewithal and those who can look past the short term pain will benefit from the long term gain. Second, review your portfolio on a periodic basis and rebalance as necessary. Given current technology and the low costs associated with portfolio trading, there is no excuse for unexpected or unwanted asset creep in your portfolio. Rebalancing will ensure that your portfolio never strays too far from your desired level of risk and will help smooth your ride. Third, if you don't have the time, mindset or the inclination to properly deal with the management of your portfolio, seek out some help. There are independent advisors, such as Ebersole Financial, who can help you as well as robo-advisor options from major players like Vanguard, Schwab and Betterment who might be a good fit.

Investment
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'Visionary' Bogle Gave SEC a Warning About Reg BI

" Arthur J.W. Ebersole of Ebersole Financial in Wellesley, Massachusetts, stated that Bogle “proved to the world that low cost and high quality are compatible features of a product. In his case, he revolutionized the world of investments for the retail investor, opening up opportunities to the retail investor that had previously only been available to institutions, saving billions of dollars along the way. He will be missed, but his influence will be felt for years to come.” "

Investment Insights