The Happiness Curve

Maggie Mayer Portfolio Management

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”-Mark Twain

2019 Fourth Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Big Data

Maggie Mayer Financial Planning, Portfolio Management, Retirement Planning

IBM did research a few years ago proclaiming that 90% of the world’s data is being created every two years. That is an amazing statistic. More data has been created since October 2017 than all the prior years combined? More data will be created in the next two years than all prior years?

2019 Mutual Fund Landscape

Maggie Mayer Portfolio Management, Retirement Planning

Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative to benchmarks. This year’s study updates results through 2018. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating returns after costs. We believe that the results of this research provide a strong case for relying on market prices when making investment decisions.