My Greatest Satisfaction, and Biggest Regret, as an Advisor
When I look back at my time as an independent advisor, there are some things I would have done differently.
The Problem With Showing Clients Short-Term Results
During a recent client review, the performance report indicated that his trailing returns were approximately +22.0% (12 months), -1.20% (three months), and -0.10% (one month)....
Lessons Learned From Joel Bruckenstein and Gravity Investments
One attractive aspect of our business is its dynamic nature. Change is the norm and to remain static is akin to dying on the vine....
Despite the widespread acceptance of diversification as an investment benefit, the fact remains that there's never existed a genuine way to actually quantify either its...
The Back to Basics Cycle
There's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...