Saturday, March 31, 2012

Three year returns - expect marketing hype

http://www.fool.com/investing/general/2012/03/09/the-best-3-years-you-may-ever-see.aspx

Looking to see what I can find on the 18 month returns after the top 2% of 3 year returns.

Tuesday, March 27, 2012

Monday, March 5, 2012

Why Investor Behavior Costs them...

“It’s because of two mistakes that retail investors make—one is trying to time the market and the other is chasing the performance of a manager. The retail investor performance in mutual funds is 600 basis points lower—six percentage points lower—than the mutual fund itself.”

Thomas Brown, Second Curve Capital, Bloomberg Surveillance, 21 February 2012.

Friday, February 17, 2012

401k Myths uncovered by AARP

Full Report

The Illusion of Skill

Are Wealth Managers a commodity? It depends.

I think this article gives the justification that the traditional relationship is focused on the product, and not the client.

That said, Wealth Managers must focus on the experience and the relationship to differentiate themselves.

Tuesday, February 14, 2012