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Note to Self: Write My Investment Plan!

on Sat, 2014-10-04 14:06

When working with private investors, advisors sometimes forget a key part of a system that will insure their success. And similarly, investors forget to let the advisor help them be more specific on outcomes, benchmarks and testing hopes against reality!

This blog describes clearly and succinctly an important Note to advisers and clients: Write Your Investment Plan


Is This Trend Your Friend?

on Mon, 2014-08-25 07:25

Jason Zweig and Charley Ellis are highlighting a sea change in the investment industry. Increasing number of investors choosing to index or go passive, combined with the new robo-advisors may just mean that this trend IS your friend?

Can an Advisor help me reduce stress?

on Sun, 2014-06-15 20:43

This column by Jason Zweig reminds us that we investors tend to be our own worst enemy. Would a trusted advisor be able to convince an investor to pare back on my winners and buy losers?! Is that the most critical job of an advisor? To protect me from myself?

What's the Right Benchmark for Hedge Funds?

on Sat, 2014-04-26 16:24

This column illuminates why certain benchmarks are misleading and even wrong when evaluating the perfromance of hedge funds.

What's harder? Keeping to my budget or knowing the year I will die?

on Tue, 2014-04-15 07:41

Interesting perspectives on retirement planning - budgets, spending ratios and human behavior!