Financial Advice For A 60-Year-Old, About To Retire
A journalist once asked me what advice I'd give a 60-year old, about to retire. From the perspective of a trained financial planner and the Chief Investment Officer of a private wealth management firm,...
View ArticleThree Ways To Evaluate Investment Portfolio Returns
There are three basic ways to evaluate the performance of your investment portfolio: You can consider absolute returns, relative returns, or risk-adjusted returns. After reading this article, you'll...
View ArticleLeaving Investment Style Boxes Behind
For years, investors have used Morningstar's Style Box system to guide them in their equity selection. However, as the investment community becomes more sophisticated, this traditional system is...
View ArticleEconomics And The Problem With Assumptions
Two of the most destructive forces in economics today are the words "let's suppose" and the use of the = sign. The combination of the two has led otherwise intelligent investors to make some truly...
View ArticleHow To Use Fixed Income Products In Both Strong And Weak Economies
Bonds are popular investment vehicles, yet few people know how to use them effectively. Here's a quick explanation of how to take advantage of fixed income products in both strong and weak economies.
View ArticleInvestment Management: Don't Try This At Home
These days, do-it-yourself investment management is a lot like do-it-yourself auto maintenance. Here's how...
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