W. Scott Simon   This month’s article is the first in a series that examines active investing and passive investing within the context of modern

W. Scott Simon Among the first of my monthly columns for MorningstarAdvisor.com were two that focused on the notion that the prudence of a fiduciary

W. Scott Simon   My column last month ended by quoting from Commentary to Section 227 of the Restatement 3rd of Trusts (Prudent Investor Rule):

W. Scott Simon   In last month’s column, I discussed the meaning of investment risk within the context of modern prudent fiduciary investing. A key

W. Scott Simon Last month in this column, I made the (counterintuitive) point that the better way for advisors to increase portfolio wealth is to

W. Scott Simon Last month in this column, I pointed out that advisors who market their investment skill exclusively on the basis of return (i.e.,

W. Scott Simon   In his war novel Catch-22, author Joseph Heller, who served as a bombardier in the U.S. Twelfth Air Force on Corsica

W. Scott Simon   My maternal great-grandmother, born six months after the Civil War ended, died when I was a child. I do, however, remember

W. Scott Simon   Chapter XII of Charles Dickens’ novel David Copperfield opens with these words: “Annual income twenty pounds, annual expenditure nineteen six, result

W. Scott Simon   In last month’s column, I made some suggestions to help those of you who would like to get into the 401(k)