Our Blog

Our Blog 2018-03-28T20:26:01+00:00
2402, 2015

Six Steps to Pick an Investment Manager or Mutual Fund

Look Before You Leap - Past Numbers are Not Enough! Investors have different combinations of risk tolerance, objectives and unique circumstances. Investment managers also come in all shapes and sizes with varied skills, styles and asset class expertise.  The steps below provide a simplified framework that progressively narrows choices available from a [...]

1411, 2014

Investment Performance Evaluation – Are You Doing It Correctly?

The Past Is Not a Guarantee of Similar Future Outcomes! In investment performance evaluation as in love, past performance is not indicative of similar future performance, or so the saying goes. Despite this caveat being prominently displayed on virtually all investment information materials, Investors still give a significant amount of [...]