Investments - Strategy

With U.S. presidential campaigns well underway, many are wondering what impact the 2024 presidential and congressional election outcomes will have in the financial markets. Fiduciary's Head of Wealth Management Sid Queler examines how the markets have performed in previous election cycles and what implications that has for investors today.

In this article, our CIO, Hans Olsen, CFA, discusses our investment approach, which is built around a set of fundamental beliefs that guide our decisions.

In this article, we discuss how investors can gain exposures to asset classes primarily through passive or actively managed strategies.

In this article, we describe our view of the active versus passive debate, which we don't think has a simple answer and is dependent on the amount of opportunity active managers have and whether they are positioned to take advantage of those opportunities.

This article explains the benefits of going beyond traditional, fundamental risk factors and including macroeconomic risk factors to help optimize portfolio performance.

The recent market pullback should remind investors that intra-year declines are to be expected during most market environments.