How to Monitor Investment Performance
By: Jack Waymire
If your money is going to fund your retirement, your investment performance will impact when you retire, how you live during retirement, and your financial...
Is Investment Rate of Return the Right Measuring Stick?
By: James Liotta
What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...
Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15
By: Jack Waymire
Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your...
5 Reasons Why a New Financial Advisor is a Hidden Risk – updated September 2014
By: Jack Waymire
If you do not ask a prospective financial advisor any other questions be sure to ask for his years of financial advisory experience. Your goal...
Client Expectations Matter!
By: Marshall Serwitz
Dr. Harry Markowitz won a Nobel Prize for his pioneering quantitative research and economic theories. He is credited with developing much of the intellectual framework...
Financial Advisor Quality Ratings Are Here!
By: Jack Waymire
You have been able to view the ratings of restaurants, hotels, vacation destinations, and mutual funds for decades. The source of the rating gathers the...