Measuring What Matters

Have you been focused on the market’s day-to-day gyrations over the past couple of weeks? If so, you’re not alone. Like the crowd at a tennis match, investors have been looking back and forth, one moment at a market selloff, the next at a market rally. And that makes this a perfect moment to discuss…

Behavioral Mistakes are Punishing

Much has been written about whether financial advisors can help clients generate market-beating investment outperformance. Amid all of the activity that investors and their advisors pursue in hopeful expectations of outperforming the market, it’s easy to overlook the risk that those activities might create below-market returns. Underperformance can easily come from the unnecessary losses that…

Quantifying An Advisor’s Value

We live in an increasingly do-it-yourself world, largely thanks to technology.  Using 3-D printers, we can make our own toys and gadgets.  Carbonation machines let us create sodas in our own kitchens. And of course, we’ve been able to invest online for years. The DIY trend has prompted more than a few people to ask…