Adviser Relationship
23 Posts
The investment management industry is based on the premise that smart, hard-working managers with cutting-edge technology can outperform “the market.” These active managers strive to outperform by trading stocks or other securities in order to capture the best investment opportunities … Read more
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When I was four, my grandmother would often supervise me at mealtime. Like many grandmothers, she believed her mission was to get me to finish all the food on my plate whether I was hungry or not. First, she would … Read more
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When most people hear the word “risk,” they instinctively recoil. Research tells us that just seeing that word on your computer screen caused an imperceptible rise in your pulse and in the speed of your breathing. In fact, a few … Read more
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“One who sees inaction in action, and action in inaction, has understanding among men, disciplined in all he performs.” —Bhagavad-Gita, Chapter 4, Verse 18 As you may have noticed, financial markets have been uncertain of late. The conventional response is … Read more
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If you’re contemplating retirement, chances are you’re trying to calculate how much money you can afford to pull out of your retirement nest egg each year. The key here is what withdrawal rate is sustainable: Naturally, you want to avoid … Read more
Leave a CommentMost investors are no doubt familiar with the standard disclaimer “Past performance is not indicative of future results.” We know from working closely with individual investors for the past 20 years, however, that this compliance truism tends to stay in … Read more
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