By Steven E. Leininger, CPA/PFS
People are becoming increasingly familiar with “passive” or “index” investing, making it easier for individual investors to gain cost-effective exposure to globally diversified market returns. That’s good news! What’s even better news is that there’s a similar approach we use with our clients that incorporates the many strengths of passive/index investing while eliminating some of its inherent weaknesses. We call it evidence-based investing.
More than any other approach, evidence-based investing is founded upon available research about how markets have delivered long-term wealth to patient investors. By combining sound strategy with objective advice, evidence-based investing can help you tune out harmful distractions and confidently pursue your financial goals.