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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Are Hedge Funds Prudent for Taxable Investors?

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.
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Pavlov’s Brokers?

Classical conditioning explains a great deal of the way traders and brokers behave on Wall Street.
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Is Bad For Business Sometimes Good?

Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
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