Compromising Active vs. Passive

Daniel Yerger Financial Planning Leave a Comment

Our firm is a passive investment management firm. Literally, every investment we select for clients is an index-based exchange traded fund that tracks a benchmark such as the S&P 500 or a bond index. We do this for a number of reasons: first, the research shows that the majority of actively managed investment products fail to outperform their benchmarks over …

Stepping Off the Tracks

Daniel Yerger Uncategorized 2 Comments

A common question many clients have had over the years as they’ve asked us to take on managing their investments is “how do you manage my money?” Our answer to this for many years has been that we use a long-term focused strategy, accomplished through the use of low-cost passive index funds. A caution we give on a regular basis …

Protecting Your Castle

Daniel Yerger Uncategorized 1 Comment

On New Year’s Eve we saw an enormous fire that destroyed over a thousand homes and businesses in Superior and Louisville. Concurrently, every insurance agent I know is working around the clock to process claims and get their clients taken care of in the face of such an awful catastrophe. While I can’t go back and coach anyone who suffered …

Square Pegs and Round Holes

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Compensation by its nature is one of the most important and yet most taboo topics in our society. Despite the well-accepted fact that if everyone talked about money more, we’d likely all be doing a bit better by the simple merit of having more information in our salary negotiations and price discovery, we tend to keep our numbers close to …