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Performing a Portfolio Analysis Solution

If an investor is equipped to know the expected return, standard deviation, and downside risk of an investment or portfolio of investments, they have the ability to make much more intelligent...

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The alternative to hidden investment fees

In the first three installments of this blog series on Hidden Fees, we covered advisor fees, mutual fund fees, and performance fees. After reviewing the different types of hidden fees, it raises...

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The Third Investment Dimension - Downside Risk

If you missed the explanation of the first two dimensions of of three-dimensional investment risks, you can read about the first dimension - return - here, and the second dimension - standard...

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What exactly is an investment performance fee?

Investment advice is already complex enough to many, so adding a discussion on fees can make heads spin for the everyday investor. While there should be disclosures explaining your fees, you may...

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The Second Investment Dimension - Standard Deviation

The mostly commonly used dimension of investment analysis is one everyone is familiar with: return on investment. This answers the question: “How much did I receive in compensation for the risk I...

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Why a fiduciary can help your family’s long-term financial prosperity

The word fiduciary has been thrown around a lot lately in regards to investments. What does it mean to be a fiduciary for someone’s investments and why is it important to understand what that...

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How are mutual fund fees structured?

Investment advice is already complex enough to many, so adding a discussion on fees can make heads spin for the everyday investor. While there should be disclosures explaining your fees, you may...

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The First Investment Dimension - Return

The concept of Three-Dimensional Solutions pertains to two perspectives. One perspective is the three dimensions of asset allocation: stocks, bonds, and alternatives. By moving from one dimension...

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How do advisor fees actually work?

Investment advice is already complex enough to many, so adding a discussion on fees can make heads spin for the everyday investor. While there should be disclosures explaining your fees, you may...

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Be better prepared for an emergency with our Important Documents Checklist

Do you find it hard to organize all your important financial pieces like wills, safe deposit keys, car titles, Power of Attorneys, etc.?

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