Transparency

Do some private investment presentations overstate the performance persistence of top funds?

Generally accepted or not - Fees and expenses are costs

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.

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

Can investors learn a few things from a country song?