Conventional wisdom doesn’t always hold up when you look at the data, whether you’re drinking water or picking an active fund.
We looked at the 20 worst and 20 best days for stocks from 1990 through 2015. We found that all but one of the worst days were within a month of at least one extreme up day.
The alpha you deliver is helping your clients understand that knee-jerk changes to their portfolios may feel like control but are actually detrimental to their long-term success. Here are three graphics to help.
Clients and prospective clients are looking for leadership from you on financial matters. You may not be leading if you’re always agreeing.
A trendy diet alone cannot ensure weight loss, health, and happiness. Likewise, a single analytic tool—even one as trendy as active share—is no guarantee of outperformance by an investment fund.