Tag: Investing
Articles
Why a Investment Policy Statement (IPS) is an essential part of investment governance?
An Investment Policy Statement (IPS) is a vital document that outlines the guidelines for investment decisions within an individual financial plan, or as part of the efforts of a business, trust, or family office. This document is critical because it
December 7, 2020
No Comments
Articles
Obituary: the 60/40 Portfolio
The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd,
November 23, 2020
No Comments
Articles
How Dentists Can Increase Revenue
There is a wall street mantra, “you can’t cut your way to growth” and that is as true for your dental practice as it is for any publicly traded company. Focusing on increasing revenue is still your best bet for
November 9, 2020
No Comments