In almost every conversation I have with a prospective client, at some point, the subject of investment fees comes up. More often than not, an individual’s view of what they are paying in investment fees is far removed from reality. The problem usually stems from the fact that many of the fees a typical investor… Read More
Quarterly Market Review – Third Quarter 2014
From ISIS to Ebola, the most recent quarter was filled with plenty of tumultuous political and economic events. To see how the global capital markets and major asset classes fared in the third quarter of 2014, check out our quarterly market review (below), compiled with some assistance from our friends at Dimensional Fund Advisors. You… Read More
The Secret to Successful Investing (Investment Philosophy – Part 2)
In our last post, I talked about why your investment philosophy matters as well as the sequence of events that typically result from adhering to a poor investment philosophy. This week, we’re going talk about what a good investment philosophy looks like, as well as how to spot a bad investment philosophy. Hint: Most investors… Read More
The Secret to Successful Investing (Investment Philosophy – Part 1)
Whether they realize it or not, ALL investors have an investment philosophy. An investment philosophy is a set of ideas or beliefs about investing that guide and shape your investment decisions. The problem is that the investment philosophy of most investors (financial professionals included!) is a recipe for disaster. But it doesn’t have to be… Read More
- « Previous Page
- 1
- …
- 3
- 4
- 5
- 6
- 7
- Next Page »