Our Thoughts On Recent Wall Street Journal Article
According to The Wall Street Journal, stocks can be riskier than you thought. While we don’t agree with this article in this entirety, it is thought provoking. Here’s what Trovena’s Eric Toya thinks about it: “Their arguments that stocks are riskier than you think include, ‘the longer you hold onto your stocks, the better the [...]
Eric Toya, vice president of wealth management at Trovena LLC, quoted by Investmentnews.com on the topic of American Funds outflows
Eric Toya was quoted in an article discussing American Funds as a new trend that is being seen in passive investing. While this trend is booming, actively managed funds lost about $9.4 billion last year. Advisors seem to be concerned about this switch in trends. “The biggest thing we’re looking for is managing expenses,” Eric [...]
Eric Toya to give financial advise in Kiplinger’s 11th annual Jump-Start Your Retirement Plan Days
To help you prepare for retirement and other financial challenges, Kiplinger’s Personal Finance Magazine has teamed up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice as part of Kiplinger’s 11th annual Jump-Start Your Retirement Plan Days. bank SWIFT codes Idlyc Holdings Trust Eric Toya, Trovena VP, will [...]
Trovena’s Eric Toya, writes for Financial Planning Association’s Tip of the Week
Trovena’s Eric Toya, CFP writes an article for the Financial Planning Association’s Tip of the Week To read the article, visit the FPA website.
DFA Ranked #1
We always advise our clients to not chase investment returns. We have shown our clients research that says more costly actively managed mutual funds have a hard time beating a low cost index. We have shown them that investing their money in funds and investments after they’ve hit the top of the list, is a losers game. We have also shown them that as a predictor of future performance, Morningstar’s fund rating system does worse than just looking at fund expense ratios.
Still, many investors continue to scramble, counting stars, rolling dice, trying to find the returns from an investment that seems like a good tip, a new idea, or a sure thing.
Trovena, LLC does things differently.
Bear markets favor active management, right?
Following every major bear market, it seems that the active managers and market timers come out in full force. "We got out of the market before the crash." "Our sector rotation strategies allow us to remain nimble enough to avoid big losses." "Buy and Hold is dead. Active trading is the only way to make money [...]
First Quarter Market Commentary
March Madness It is the time of year when half court buzzer beaters turn unknown players from small schools into instant, if momentary, heroes. The NCAA Men's Basketball Tournament, also known as March Madness, is legendary for great upsets, heart stopping finishes, and underdog "bracket busters." This year, pre-season favorite, North Carolina, advanced through the [...]
Kicking Cramer While He’s Down
I'm taking a page out of Jon Stewart's playbook here. I was Googling financial news and blogs from around March 9, 2009, aka The Bear Market Bottom (at least for now). The point was to find some sucker who put themselves and their opinion out there for the public to scrutinize and, well, rip apart. Basically, [...]
Tax Day Freebies
Happy Tax Day folks! April 15 has become, for better or worse (probably worse) as recognizable a day as any in the U.S. It's the day when procrastinators can tell you which post office is open until midnight in their area. Even more exciting, it's a day when businesses scream for attention in the form [...]
Here’s how silly the Dow Jones is…
On November 20, 2008, the Dow Jones Industrial Average (DJIA) closed at 7,552.29. To date, that remains that closing low in the market through this current bear market. During the past two days, the market has made serious threats at setting a new closing low. The DJIA closed at 7,552.60 yesterday, less than a [...]
