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...]
10 great websites for advisors plus 5 best PortfolioCenter sites
Too much information, too little time? With so much online information, it's difficult to know what is worth following. I found some interesting ideas in Mike Byrnes and Kevin Feehily’s top 10 list of the best websites for financial … [Read more...]
A Small loan makes a Big difference
I am a Kiva lender. We Kiva lenders combat poverty daily by making small loans to borrowers around the world. Through Kiva, I have loaned money to women growing or starting their own businesses including: [table … [Read more...]
How much does Schwab’s PortfolioCenter cost?
PortfolioCenter is worth the cost, especially considering what it does for you! Maintaining accurate data is invaluable to your practice, your clients and your peace of mind. In addition to the standard license, SPT offers a “Emerging Practice” … [Read more...]
