Fees Tied to Performance is Gaining Momentum
“The investment industry has long offered clients fees that have nothing to do with performance. That’s changing, but not nearly fast enough.” – Jason Zweig,…
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“The investment industry has long offered clients fees that have nothing to do with performance. That’s changing, but not nearly fast enough.” – Jason Zweig,…
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“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
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“Small, seemingly insignificant steps completed consistently over time will create a radical difference.” – Darren Hardy, author of The Compound Effect Working with friends and family…
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“Housing is often found at the heart of financial crises”– Fed Chair, Jay Powell summer of 2017 We are not experts on residential housing by…
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“The most important thing you can have is a good strategic asset allocation mix. So, what the investor needs to do is have a balanced,…
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We recently came across a do-it-yourself (DIY) investor, let’s call him Cecil. Cecil firmly proclaims he hates technology stocks and doesn’t feel comfortable owning Tesla, Facebook, Apple,…
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“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”– Peter Lynch,…
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“One thing everyone should know about dividend yield is this: it doesn’t tell you much. It doesn’t give you clues about the valuation of a…
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“I was going to be a sales person representing that I managed the portfolio. I couldn’t live with that.” – Former Portfolio Manager at a…
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