4 Quotes by Jeff Mortimer

People are after simplicity now. They learned over the past five years or so that investing isn't as easy as they thought.

The surprise of the quarter was really the strength of small-cap market when most pundits were saying it's time to switch to large-cap. Large-cap was positive for the quarter, but the real money was made in small caps.

Schwab Hedged Equity has a core belief: There is an upward drift to the stock market.

If you share too much, the world will copy you.