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Morningstar

Morningstar

The Legacy of Louis

02.22.2010

One of the core concepts of Modern Portfolio Theory is the idea that investment returns are normally distributed. In other words, returns can be modeled using a bell-shaped curve. [Read more...]

Morningstar

Watch Your Mouth

02.16.2010

In a conversation with a friend of mine, he recalled how he only recently learned what a bond was and how it could act as an investment. He’s a 30-year-old American male with a master’s degree in Marine biology, and he didn’t really understand…[Read more...]

Morningstar

What Are You Scared Of?

02.08.2010

I’ve been thinking a lot about fear and the impact it has on our industry–specifically, the communication strategies we use as financial advisors; the nature of our advice and the ability to do our job; and investors and the public in general. [Read more...]

Morningstar

Does Your IPS Help or Confuse Your Clients?

02.01.2010

A month or so ago, I sat down to review my firm’s Investment Policy Statement (IPS) and found myself asking, “What is this?” When did these statements get so useless? [Read more...]

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