Half Full or Half Empty - Stock Picking Still Loses, Value Still Wins

“Almost Half of Stock Pickers Beat the Market in Early 2022 Selloff” read the WSJ News Exclusive headline on Thursday 9/15/22. The story goes on to explain that this year’s middling performance is the best year for active stock pickers since 2009!

For ATX Portfolio Advisors® clients and Accountable Update readers, that probably is no surprise. In fact, as I pointed out in an April 2019 Accountable Update titled “Mutual Fund Landscape”, there are normally fewer than 25% of actively managed funds that tend to survive and outperform their benchmarks.

Answering Your Questions about Russia, Inflation, and Recessions

The war in Ukraine, inflation, and an increased likelihood of recession are frequently in the news and on investors’ minds. ATX Portfolio Advisors® clients have certainly shared those concerns and have been asking a lot of questions as a result. I’m sure many of those topics are of interest to most of our clients and prospects so I thought it may be helpful to share some information and thoughts on those questions I'm hearing most often as of late.

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