Unfortunately stocks aren’t basic, and they are the single most important and predictable way to expand your net worth. So here is our take: We are fundamental investors, we believe that to determine the value of something you have to look almost exclusively at a company’s balance sheet and related
It’s no secret that investors tend to chase investment performance, in fact most mutual funds and investment companies count on it. Flows into mutual funds are highly correlated to the funds performance in the prior four quarters. Thus, investors piling into an investment shortly after peaking and about to reverse
Mandatory vs. Voluntary designations? Several of the designations involved in our industry are often associated with being a mark of distinction. Series exams, for example, are often cited as a way clients will understand the legitimacy of their advisor. And while there are differences in the varied series designations they’re
