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Life, Dollars, and Sense

Could it be time to refinance again?

In my last post I discussed how wrong the so-called ‘experts’ have been in predicting interest rates.

The ‘Experts’ On Rising Interest Rates


Last June the yield on the 10-Year Treasury note was at 3.52%.

Does Past Performance Really Matter?

I recently came across the S&P Persistence Scorecard which provides information about the percentage of professionally-managed mutual funds able to top a ‘basic’ index.

Rebalancing Act


Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect.

Managers vs. Markets

Proponents of active management believe that skilled managers can outperform the financial markets through security selection, market timing, and other efforts based on prediction.

Life, Dollars, and Sense

Welcome to “Life, Dollars, and Sense” a new blog from Weingarten Associates.

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