MRA
Associates
Blog

 

Hidden Risks in Fixed Income

August 6, 2019 Written by Matthew White, CFA®, Investment Analyst  At first blush, it would seem that bonds are easier investments to evaluate than stocks....

Don’t Give Up on International Stocks

August 5, 2019 Written by Matthew White, CFA®, Investment Analyst International stocks have been a real bummer for investors over the last decade. In fact,...

Roth: Certainty in an Uncertain World

June 24, 2019 Written by John Brimhall, Client Advisor, CFA, CPA, CFP® My daughter Olivia will be three years old in a few months. Currently, she’s...

Sustainable Draw Rates: Part Three

June 11, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART THREE In part three of the Sustainable Draw Rates Study,...

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?

June 3, 2019 Written by Bruce Paulson, CPA, JD, CFP ®, Senior Client Advisor It is no secret: many active equity managers have a difficult...

Behavioral Biases in Investing

May 6, 2019 Written by Kyle Pitman, Client Associate A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I...