Where Are Fees and Expenses Not Costs?

Generally accepted or not - Fees and expenses are costs
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Private Presentations: Are Some Tall Tales?

Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
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How Can Trustees Be Prudently Passive?

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.
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Ignoring Fees Doesn’t Beat the Market

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
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Say It Ain’t So, Joe – Again

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.
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Crucial Elements in Wealth Management: Simplicity and Transparency

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