The True Cost of Investing Investing is far more expensive than most realize. This paper explores the various costs of portfolio management, the effect of those costs on long term returns, and how to minimize costs to dramatically improve portfolio value. |
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DIY (Do-It-Yourself) Investing There are many who struggle with the decision about whether to manage their own assets or to hire someone to do it for them. Without advocating either approach, this shortpaper helps investors get a better perspective on the issue so they can make better, more informed choices. |
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Measuring Performance Responsible investing means properly measuring the performance of an investment portfolio to evaluate prior decisions. Unfortunately many investors and their investment managers do an inadequate job in this area and this short paper discusses some of the issues around this topic. |
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Evaluating Investment Firms This piece offers a fairly thorough framework for evaluating investment firms. While it is impossible to be fully comprehensive, this framework gets close and should keep a private investor from making a serious error in manager selection. |
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Personal Portfolio Checklist Here is a short list of some of the things every investor should consider as they evaluate their own portfolio and their portfolio advisor. |
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