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…non-compounded return through the first quarter of 2016. The net annualized compounded return for the first quarter of 2016 was 7.56%. The net annualized compounded return for the fund since…
Why The Average Investor’s Investment Return Is So Low From: forbes.com According to the latest 2014 release of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB), the average investor in a…
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The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age From: nytimes.com JO KLINE CEBUHAR first encountered the ancient concept of creating an ethical will while she was…
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…From: thinkadvisor.com The Department of Labor recently announced it will extend the comment period on its fiduciary rule proposal by 15 days, and it’s not clear when a final rule…
The Problem With Naming A Trust As The Beneficiary Of An Annuity, And Using A Beneficiary Designation With Restricted Payout Form As An Alternative From: kitces.com Retirement accounts and annuities…
Finding the courage to rebalance From: financial-planning.com Rebalancing client portfolios is a strategy most advisers embrace wholeheartedly. Yet sometimes even this seemingly obvious technique takes a measure of courage to…
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The S&P 500 Shouldn’t Be The Barometer Of Investor Success, Here’s Why From: forbes.com Far too often, individual investors measure the success of their investment portfolios, or the effectiveness of…