Robert Waid, managing director, is responsible for all Wilshire Indexes as Head of Investment Market Services at Wilshire Associates. This is part of Universe and Derived Data Services which includes the Wilshire Trust Universe Comparison Service (Wilshire TUCS®), Wilshire Cooperative℠ and Wilshire Compass InSite℠ branded products. In his prior role, Mr. Waid was Head of Index Research and the lead architect for Wilshire Global Index Family. He is the co-creator of the Wilshire 4500 and Wilshire US Style Indexes.
I recently had the opportunity to interview Steve LeCompte, founder of CXO Advisory Group LLC and editor of CXOadvisory.com. His company can best be described as an investment-strategy-testing firm. Steve applies rigorous, scientific testing methods to investment strategies of all types and reports on the viability of those strategies in his blog. He has tested nearly 1,000 strategies during his career, all of which are available to subscribers for a modest annual subscription fee. The firm does not offer a portfolio management service or provide personalized financial advice.
There are many things for index fund investors to be thankful for. Here is a short list of thanks for index fund investors to remember when they’re sitting around the Thanksgiving Day table enjoying some of the benefits of investing wisely in index funds. 1) Jack Bogle: Vanguard Group founder and former CEO John C. [...]
Every quarter since 2008, my company has recorded a quarterly conference call for clients and anyone else who wishes to listen. The call covers economic conditions, market trends, investment strategies, and current topics that are important at the time.
The financial adviser industry is feeling Rodney Dangerfield’s pain. As a long-term financial adviser, my industry is making little progress in gaining the respect of investors. I am speaking about the industry in general and not any particular adviser or segment of the adviser business. There’s a lot of work to be done.