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An RIA we work with shared a short article about how mutual funds try very hard to hide their maximum drawdowns which then makes it impossible to calculate their MAR ratios.  Maximum drawdown is your maximum peak to trough loss.  For example, lets say you put […]

Investors Bet on Battered Emerging MarketsThe WSJ ran a story this morning quoting some large emerging market funds who are bullish on emerging markets.  What would you expect them to say?  If investors want to invest with style box money managers that is their choice but don’t […]

Investors Bet on Battered Emerging MarketsThe WSJ ran a story this morning quoting some large emerging market funds who are bullish on emerging markets.  What would you expect them to say?  If investors want to invest with style box money managers that is their choice but […]

If you have ever talked to a financial planner before the process usually goes something like this:

Step 1:  Determine your goals

Step 2: Determine your risk tolerance

Step 3: Create a portfolio, within your risk tolerance, that is designed to achieve your goals.

Step 4: Help you […]