Blog Archives

Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account

How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results follow.

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Portfolio Report Card: One Doctor’s Sick $503,929 Retirement Plan

Some illnesses can go undetected for many years. Others are accompanied by obvious warning signs like coughing, sniffling, shortness of breath, and other red flags.

Similarly, we can distinguish between a healthy investment portfolio versus a sick one by how each deals with important matters like taxes, investment cost,

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The Long-Term Investing Fallacy

The financial services industry likes to preach the benefits of compounding returns and long-term investing. Have they overstated or even misstated their cause?

It’s common for industry types to illustrate unrealistic long-term time horizons of 100 or 200 years of equity returns (NYSEARCA:DIA) to prove that we should be long-term investors.

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