Articles

This week we will discuss the many factors affecting your ultimate return from specific mutual fund investments. This is the second in a two part series about taking a holistic view of all variables before making decisions. Last week’s column covered factors for deciding asset allocation and articulating those decisions in a written Investment Policy … Holistic view part 2: factors affecting mutual fund returns

Successful investing has many components. Each plays an important role in contributing to your financial success. Taking a holistic view of all variables is the preferred approach. We will cover this topic in two segments. Today’s article will review what should be considered when determining your portfolio’s asset allocation. Next week I will cover the … A holistic view for achieving financial success: Asset Allocation

Investors do not have the ability to predict the future when attempting to select good mutual funds. But there is information available for predicting poor performance. A popular yet incorrect way to choose a good mutual fund is to pick one that has done well in the past.  This approach sounds logical but there is … Mutual fund costs influence investment performance

Sometimes the logic of how an investment advisor runs their business backfires. It starts with good intentions that are poorly executed resulting in an unsatisfactory outcome. The cause of the problem begins with client segmentation. This is not unique to the investment business. It applies across many other industries as well. Segmenting your clients into groups … Get the most out of your advisor

Success is often based on doing the simple things correctly. That most certainly applies to managing your finances. A starting point is to not get trapped in the noise of our 24/7 fast paced world of information overload. Life as we know it is on steroids. We do not have to be an expert in all … Financial success requires clear focus

Today we are going to take a journey through the human mind to offer an excellent perspective on how we can become better investors. A significant part of investing is managing risk. While the theory on how this is done is simple, putting this into action is much more difficult. The biggest fear about investing … Small risks are more significant when it comes to investing