WEALTH MANANAGEMENT COMMENTARY
Introduction for New Visitors
Welcome to the "Wealth Management Commentary" page. I shall leave this post "sticky", so please scroll down for newer content. I intend to write on a variety of investment and wealth topics. That...
Episode 61: Peer Performance
Investors should review investment performance against peer results. How do your individual investments compare to other available assets in the same asset class? And with similar characteristics....
Episode 60: Index Benchmarks
When evaluating investment portfolio performance, it is useful to compare actual results to relevant benchmarks. In this episode, we consider index benchmarks...
Episode 59: Common Benchmarks
You created an investment portfolio. Next, you want to review actual performance against predetermined benchmarks. What is a portfolio benchmark? What common...
Episode 58: B&H: But Review
Buy and Hold means holding an asset through your financial objective's time horizon. But that does not mean Buy and Forget. Periodically review your overall portfolio and individual holdings. Ensure...
Episode 57: B&H: Non-Diversified Assets
In previous episodes, the emphasis was on investing in well-diversified investment products when employing a Buy and Hold strategy. Does Buy and Hold also work with non-diversified assets, such as...
