End of the 1st Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Mar 30 2012

The Bull Market continues as The Dow Jones Industrial Average and S&P 500 Index post the biggest first quarter gain in over a decade.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be mailed out in mid-April.

MMR: Ordinary investors may be missing out on Dow’s run-up

Articles | Posted by highlandsw
Feb 29 2012

Wonderful interview this morning on the Marketplace Morning Report discussing the shortcoming of market timing and its effect on investors missing out on the recent market rally:

http://www.marketplace.org/topics/business/ordinary-investors-may-be-missing-out-dows-run

4th Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Feb 23 2012

The Highlands Wealth Advisors Q4 2011 Quarterly Market Review is available by clicking on the link below:

HWA – Q4 2011 QMR

WSJ: The Battle Over Brokers’ Duty to Their Clients Reaches a Standstill

Articles | Posted by highlandsw
Jan 24 2012

An article in today’s Wall Street Journal exposes the difference in fiduciary standards between traditional brokers and investment advisors like Highlands Wealth Advisors:

http://online.wsj.com/article/SB10001424052970204301404577171112474127468.html?mod=ITP_moneyandinvesting_5

End of the 4th Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Jan 03 2012

A strong rally in the 4th quarter caps off a volatile year in the financial markets with most major indices relatively flat versus a year ago.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be mailed out in mid-January.

 

WSJ: Long Odds for Investors

Articles | Posted by highlandsw
Dec 05 2011

An article in today’s Wall Street Journal analyzes the difficulty in identifying successful stock pickers and mutual funds that outperform in the long run, and how survivorship bias can prejudice data.  Further evidence in favor of a passive approach to investing!

 

http://online.wsj.com/article/SB10001424052970204630904577056362881681018.html?mod=ITP_moneyandinvesting_4

WSJ: Why Fund Fees Barely Budge

Articles | Posted by highlandsw
Nov 02 2011

A recent article in the Wall Street Journal discusses the high fees of actively managed mutual funds and the impact they have on long-term performance.  A key tenet of the Highlands Wealth Advisors investment philosophy is the use of low-cost, passive mutual funds:

http://online.wsj.com/article/SB10001424052970203911804576651512398417294.html?mod=ITP_businessandfinance_5

3rd Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Oct 27 2011

The Highlands Wealth Advisors Q3 2011 Quarterly Market Review is available by clicking on the link below:

HWA – Q3 2011 QMR

WSJ: When ‘Focused’ Funds Falter

Articles | Posted by highlandsw
Oct 19 2011

Further evidence in favor of broad diversification and against high fee, actively managed funds in this past weekend’s Wall Street Journal:

http://online.wsj.com/article/SB10001424052970204774604576629431292949322.html?mod=ITP_businessandfinance_4

WSJ: Reason to Believe in Santa’s Ability to Deliver Solid Returns

Articles | Posted by highlandsw
Oct 04 2011

Some interesting data in this article from the Wall Street Journal about the “Santa Claus Effect” and the futility of market timing:

http://online.wsj.com/article/SB10001424052970204524604576608813395043704.html