The complexity and progressive nature of our tax system offers a host of different types of savings accounts which are all taxed differently. Because they are all treated differently, investment managers can bring clients greater savings by carefully … [Read more...]
Only 20% of advisors avoid active management strategies
When fund managers actively trade a stock fund it produces lower returns than if they trade less than 15% each year. In “What Is The Relationship Between Turnover Rate and Returns?” we learned that having a turnover rate under 15% might be worth as … [Read more...]
Managerial lessons from game mastering
Games can teach us a lot about life. They simplify our goals and provide us with limited enough options that we can thoroughly analyze different strategies of achieving those goals. Each game has associated skills that are useful elsewhere – I … [Read more...]
