Every Day Can Not Be Good

Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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Are We Baking Portfolios with Bad Ingredients?

Just one mistake in the recipe or measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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21 Tips On How To Evaluate An Investment Adviser

Questions and Answers We Think Are Important How can investors stay out of trouble with another part of Wall Street – the big investment houses that […]
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Where Are Fees and Expenses Not Costs?

This essay was originally published by the CFA Institute for their Enterprising Investors website. In the Often-Alternative World of Alternative Investing We “properly” don’t consider “performance-based compensation” […]
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Ignoring Fees Doesn’t Beat the Market

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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