Articles

In an effort to offer ongoing education to our clients, we will periodically post articles, white papers, and interesting Web links. Please contact us if you have questions about any material presented here, or if there are topics not included that you would like to learn more about.

Alesco Advisors Celebrates 10 Years

Alesco Advisors LLC, a nationally recognized leader in index-based investing located in Pittsford, New York, proudly celebrates its 10-year anniversary. Continue Reading…

Plan Sponsor Allocation Decisions

New research shows that attempts by plan sponsors to time the market and select active money managers typically backfire. Continue Reading…

Investing as a Fiduciary

Fiduciaries, regardless of their personal investment philosophy, should strongly consider the use of index funds. Continue Reading…

Indexing: Above Average Performance from the Market Averages

Indexing is a strategy that focuses on matching the performance of a market index. In most cases, indexed strategies have proven to provide superior returns with lower costs and greater tax efficiency. Continue Reading…

Creating a Successful Long-Term Investment Program for Not-for-Profit Organizations

The costly and time-consuming cycle of chasing performance often leads to subpar investment results and frustration for board members and management. There is a better and more efficient way to invest. Continue Reading…

Tax Efficient Investing

The reality is that taxes are important, and usually represent the single largest expense for taxable investors. While death and taxes may be inevitable, there are ways to reduce the tax bite without sacrificing investment return potential. Continue Reading…

Fundamental Indexation: Superior Returns or Marketing Hype?

A new concept dubbed “fundamental indexation” was recently launched in the investment world. The idea is being billed as a revolutionary new paradigm that outperforms more traditional approaches. However, the word “fundamental” can have both positive and negative connotations. Continue Reading…