Lately, some clients have wanted to talk about performance given the difficult year for both stocks and bonds. This is great. I welcome having a risk and performance conversation especially if it ...

measurement and reporting was once considered one of the dark arts of portfolio management. Calculations were mysterious and everybody did them their own way. Unless clients dug deeply into the ...

Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself and focus on what’s impacting the performance of ...