Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments?
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Persistence That Just Ain’t So

When investing, it’s always wise to question bold presentations... especially when they suggest that the future will be like the past.
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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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Private Equity Presentations: Are Some Tall Tales?

Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
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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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Trust and Fiduciary Services: Questions to Consider

Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
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