To What Benchmark Should I Compare My 2016 Returns?
with No Comments

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.

Why the Ending Value on your Performance Report Differs from your Statement
with No Comments

Here’s what you need to know to understand why the numbers may not match.

What’s the Difference Between Time Weighted Return and Internal Rate of Return?
with No Comments

There are 2 main types of returns you want to see on your performance report. What’s the difference?

What NOT to Compare on Performance Reports
with No Comments

By definition and design, different types of reports produce different numbers.

Explain my Performance Report
with No Comments

Here’s a brief explanation of the basic terms you might find on your performance report.

Billing Client Accounts to the Client’s Greatest Benefit
with No Comments

Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

What Benchmark Should I Measure My Return Against?
with No Comments

Don’t let the noise of random returns ruin a brilliant investment strategy.

Safeguard #7: Avoid Investment Advisors Who Sugarcoat Reality
with No Comments

Excellent advisors communicate clearly exactly how bad the markets have been and can be.

Subscribe to our newsletter!