Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want. On the other, many won’t stick with a portfolio long ...

I posted a blog last week that illustrated how time between each benchmark test can affect performance results. To show what we wanted, we used a small portion of a new benchmark that is built into ...

A mutual fund showing spectacular returns over the past year can look extremely attractive at first glance. And honestly, that is how many people end up investing. They open an app, sort funds by ...