Insights and Ideas

Generally accepted or not - Fees and expenses are costs

Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.

More than products or models, financial advice is about helping clients reach their goals.