Education

Education is foundational in all that we do. You will find resources below to help you gain additional knowledge and understanding.

April 2018

Statement Education

July 2016

Where is the Dreaded Inflation?

July 2014

Sortino Ratio. Measuring downside volatility.

July 2013

Yield vs. Income vs. Capital Gain. Understanding your statement.

July 2012

Diversification and the Callan Periodic Table.

January 2012

Measuring investment efficiency. What is the “mpg” of my investment portfolio?

July 2011

Grading investments on “the curve.” Risk measurement, dispersion probability, and standard deviation.

January 2011

Capturing gains and absorbing losses. Analyzing the net capture ratios sheds light on investment appeal.

July 2010

Volatility is the enemy. Rolling 3-year averages show the positive effect of reduced risk in volatile markets.

January 2010

Relative returns vs. absolute returns. When should I be happy that my portfolio is down?