Practical analysis for investment professionals

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Rational Is Stupid: Meir Statman on Behavioral Finance

Investors are neither rational nor irrational but normal, according to Meir Statman, a well-known expert on behavioral finance. By learning the science of investing, investors can learn to overcome their cognitive errors.

Are You an Unintentional Hedge Fund Investor?

Hedge funds may sound mysterious, complicated, or secretive. Some of them undoubtedly are, but the world of 10,000 plus hedge funds is a diverse place, where many approaches are surprisingly simple, and you may already be following the same… READ MORE ›

How Can Asset Allocation Help You Reach Your Financial Goals? (Video)

Diversification has been called “the only free lunch” in finance, and asset allocation is an important part of it.

Taxes and Investing: Concrete Strategies for Improving After-Tax Returns

Gregg S. Fisher, CFA, explains why investors should do a better job now, before the close of the 2012 calendar year, integrating their taxes and Form 1040 with their investment portfolio strategy.

What Kind of Adviser Do You Have?

Tom Brakke, CFA, discusses why understanding the nature of the person giving you advice is very important, no matter what type of investor you are.

How To Evaluate Economic Information (Video)

Harm Bandholz, CFA, stopped by our offices to discuss how individual investors should view the release of economic data.

How Should You Manage Your 401(K)?

Robert Martorana, CFA, came by our studio to give his advice about what investors should do to get the most out of their 401(k) plans.

How to Prepare For a Meeting With Your Investment Adviser

Robert Stammers, CFA, discusses some questions that investors should ask before they sit down for a meeting.

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