Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots. A fast-growing segment of the investment advisory market focuses on providing … Read more
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Here’s a sure-fire way to get gouged: Walk onto a car lot, ask a salesperson to point out the vehicle with the smoothest ride, then purchase that vehicle regardless of price. It sounds reckless, but this is not far from … Read more
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Conventional wisdom says that if you want to make money in the stock market, you need to exercise fanatical discipline and develop unique competence as an investment analyst. Lars Kroijer thinks that’s all kind of a waste of time for … Read more
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Introduction I have crossed the street to focus on fund and manager selection. In my former role at Lipper Analytical, now Lipper, Inc., a Thomson Reuters affiliate, I wanted to contribute something of benefit for the various fund groups and … Read more
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Investment reports are designed to update investors each month, yet are often bland. Most times, this is just what investors want; brief comfort that their investments are making steady progress. But volatile markets demand more; not just handholding, but facts and … 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 Comment Most of my posts end with a question to our readers. I ask questions not only to promote a dialog, but more importantly to learn from some pretty smart people who regularly read these posts. Last week, one of the … Read more
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