Category Archives: Uncategorized

ETFs vs. Mutual Funds…Which is Better?

To keep this post reasonably short yet useful, I’m not going to spend time on defining or explaining the exchange traded fund (ETF).  If you want to learn more, a great place to start is ETF University at etf.com, or … Continue reading

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So why do people buy alternatives?

As a follow up to my snarky reaction to Don Phillips’ editorial, I thought it might be helpful to share a few thoughts about what my experience tells me regarding just why people invest in alternatives. First let me admit … Continue reading

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Still think bigger is better?

I’ve experienced investment management from the investment team of a firm with $800 billion under management and another with $47 billion under management, and I can say with confidence to anyone thinking that bigger is better, you’re fooling yourself.  Many … Continue reading

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Measuring Performance

Unfortunately, a disturbingly large number of the individual investors I have worked with over the years put far too little thought and effort into measuring the performance of their portfolios, and therefore have little to no idea as to whether … Continue reading

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