Ask Your Financial Advisor?
May 18, 2018
The Baldwin & Clarke Advisory Services team meets with several investment management companies throughout the year and reads countless market reviews and analyses provided by them and other investment sources. Not surprisingly, we have found a few current topics you may want to discuss with your financial advisor.
Do Current Market Conditions Pose Additional Risks for Passive Investors?
December 12, 2017
While Baldwin & Clarke Advisory Services, Inc. (“BCASI”) makes use of S&P 500 based ETF index funds to a limited degree in some client portfolios, we remain wary of certain embedded risks in market based investing, the most obvious being the lack of downside protection. Another is that the performance of the most popular indices is disproportionately driven by the largest companies, as measured by market capitalization. So called “cap weighted” indices.
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116A South River Road
Bedford, NH 03110