Bob Kargenian was quoted in a Letter to the Editor in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. According to Kargenian, “For years now, economists have been baffled as to why the U.S. economy has failed to achieve even 3% gross-domestic-product growth. But now we know the answer. In […]

As I write this three days before Christmas, the uptrend in stock prices we’ve been touching on for most of this year continues its relentless ascent, with almost all major indexes making new all-time highs on December 18. We’ll detail below why the party is not likely over, despite rampant optimism and some speculation. In […]

Bob Kargenian’s research paper, All Indexes Are Not Created Equal, was published in Advisor Perspectives, a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. According to Kargenian, “A little over two years ago, we decided the long term evidence of trying to select actively managed equity funds in comparison to […]

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland about a range of financial planning topics for his show, “Your Money.” Steve also took live caller questions about everything from how to invest their 401(k) accounts to whether or not they should […]