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Financial Literacy

Articles & Information

  • 5 Reasons Your Fund Underperforms
  • 90% of Fund Managers Actually BEAT the Market
  • Best Time to Harvest Tax Losses (Columbia Threadneedle)
  • 'Closet Index' Funds Charge High Fees But Lag Indexes
  • Comparing Mutual Funds to ETFs and SMAs
  • Hidden Costs of Mutual Funds
  • Ideal Diversification - Financial Times
  • Ideal Diversification - Investopedia
  • Ideal Diversification - Money Control
  • Ideal Diversification - MoneyWeek
  • Ideal Diversification - ValueTrend
  • Ideal Diversification - Lazard
  • Impact of Turnover on a Portfolio
  • Implication of Cash in Mutual Funds
  • Mutual Fund Expenses - Forbes
  • Mutual Fund Tax Guide - Forbes
  • P.E.G. Ratio - why it's important
  • Power of Active Share
  • Separately Managed Accounts (SMAs) - A Boon For All
  • Tax Loss Harvesting Expectations
  • Tax-loss harvesting: Indexing with ETF's or SMA's
  • Why do I want managers with 'Active Share'
Our Newsletters

November 2022

October 2022 Market Recap

October 2022

3rd Quarter 2022 Market Recap

September 2022

August 2022 Market Recap

August 2022

July 2022 Market Recap

July 2022

2nd Quarter 2022 Market Recap

June 2022

May 2022 Market Recap

May 2022

April Market Recap 2022

April 2022

1st Quarter 2022 Market Recap

March 2022

February Market Recap 2022

February 2022

January Market Recap 2022

January 2022

Annual Market Recap 2021

Annual Market Recap 2020

Annual Market Recap 2019

Investment Advisory Services offered through TownSquare Capital, LLC, an SEC Registered Investment Advisor. Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. All named entities are unaffiliated.

This site is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Cache Financial, LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.

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