Investment Articles

How to Choose the Best Investment Manager

Choosing a financial professional to assist in your financial needs and goals is a very important and difficult task. In short, the goal should be to find a manager that provides customized, individual attention and communication to clients, has a strong track-record of performance, mitigates risk when appropriate, and aligns their incentives with the clients.

How Much Do I Need to Retire?

In this article, we go over the types of questions you should be thinking about and a very basic budgeting process which can help you answer this critical question.

Why You Shouldn’t Follow the DOW

This is a useful article written by David Armstrong of U.S. News Money in 2010.

The History of Quantitative Analysis

Stock prices are a result of future expectations, based on analyzing information which has gone on for hundreds of years. The most common information has been on the actual companies and their financial statements.

Why You Should Use Benchmarks?

This article is written by Matt Krantz of USA Today in 2005 about why benchmarks should be used in evaluating your performance.