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Questions To Consider
Private Equity Access: Should We Beware?
June 25, 2019
Should retail investors have access to private equity investments?
Persistence That Just Ain’t So
November 12, 2018
When investing, it’s always wise to question bold presentations... especially when they suggest that the future will be like the past.
Where Are Fees and Expenses Not Costs?
January 22, 2018
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”
Private Equity Presentations: Are Some Tall Tales?
October 30, 2017
Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.