by Matheson Russell | Aug 25, 2015 | Random Musings
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 much as 2.21%. It...
by Matheson Russell | Aug 18, 2015 | Random Musings
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 despised math classes...
by Krisan Marotta | Nov 12, 2013 | Random Musings
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 advisors: Nerd’s Eye View...
by Krisan Marotta | Sep 25, 2012 | Random Musings
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 style=”1″] [/table] Kiva makes microfinance...
by Krisan Marotta | Jan 23, 2012 | Random Musings
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” license for firms with...
by Krisan Marotta | Oct 27, 2011 | Random Musings
According to an analysis by Paladin Registry in July, 2011, when choosing their financial advisor, 57% use a subjective approach, 31% use an objective approach and 10% have no process. In his ByAllAccounts blog post How Investors Select Financial Advisors (October...
