SPIVA Year End Report Card

Did you enjoy handing your report card to your parents? I’ve heard from friends, ;) that they were quite surgical in their use of whiteout! Or perhaps they spent too much time matching their parents signature!! (I can’t imagine who would try such a thing…..) all in an effort to hide their results. The SPIVA “report card” is no different.. only in this case, it’s your “advisors” looking to hide their results.

This information is meant to educate you on what’s been going on over a series of time intervals. SPIVA is looking at the performance and survivorship of the funds out there in the financial universe. From this data, we learn very quickly that a simple basket of Exchange Traded Funds (ETFs) outperform literally all of the active managers.

Next steps:

1) You can decide to review the information and make the right decision to change.

2) You can decide to review the information and make the wrong decision to stay with active management and continue chasing the next fund their selling.

3) The worst thing: You can decide to review the information and do nothing about it.

We’re here to enable the success you deserve. Together we’ll take back control of your financial future. Reach out if you have questions, we’re more than happy to help.

–
Anthony