Truly diversified portfolios don’t move in sync with the Dow.
What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?
In general, the statements should match, but matched accounting down the penny cannot easily be achieved.
One obscure way we earn our fee is in how we bill you.
These “strange but true” returns occur more frequently than you might expect.
We have all seen mutual fund ads stating this Securities and Exchange Commission (SEC) disclaimer, “Past performance is no guarantee of future results.” Let’s take a closer look at it.
Investors always want to compare the return of their portfolio against some benchmark index. We suggest not using the S&P 500 for that purpose.
Here’s what you need to know to understand why the numbers may not match.
There are 2 main types of returns you want to see on your performance report. What’s the difference?
By definition and design, different types of reports produce different numbers.
Here’s a brief explanation of the basic terms you might find on your performance report.
Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.
Don’t let the noise of random returns ruin a brilliant investment strategy.
Excellent advisors communicate clearly exactly how bad the markets have been and can be.