If you are an investor, you know the challenges of making a decent return on your investment portfolio because of … More
Tag: money management
Benchmark Investing
An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More
DCA Example
Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000 … More
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
Tips to Save Money
Saving for the future should be on everyone’s minds. Here are some useful tips to save money. Having a budget. It’s … More