December 31st year-end statements put pressure on advisors to prove their worth, leading to the annual “window dressing” of their clients’ portfolios.
The Better Investor Blog
Archive by Author
Dec, 22 2011
Financial Advisors’ Annual Window Dressing of Portfolios and the Tyranny of the Calendar
Dec, 19 2011
3 Year End Questions Investors Should Ask Themselves about Their Goals
Life changes and goals change. Now is the time to take stock of what happened over the course of the year and how that affects your long-term objectives.
Dec, 14 2011
Understanding Risk-Adjusted Returns – Using the Sharpe Ratio to Evaluate Funds
Sharpe ratio is a measure to help investors make smart risk-based decisions for achieving the returns they’re trying to obtain with as little risk as possible.
Dec, 12 2011
5 Things to Know About Investment Advisors
Understand the differences between advisors and brokers, how they are compensated, and what level of obligation they have in making investment recommendations.
Dec, 8 2011
Jem5: The Best Emerging Markets ETFs
Emerging Markets ETFs may be a sensible addition to a long term growth investor’s portfolio. See what we recommended for Kate, this week’s Jem5 investor.
Dec, 5 2011
Will the European Debt Crisis Lead to a Credit Crunch?
The Eurozone debt crisis has been a concern for months. But what is it exactly that will happen to the banking system if indebted nations start to default?
Dec, 1 2011
Avoiding the Pitfalls of ETF Investing
ETFs have many benefits. But, proceed with caution when considering ETFs that offer exposure to a sophisticated and exotic new asset class.
Nov, 28 2011
Five Ways to Trim the Fat from Your Portfolio
As end of year approaches, it’s a good time to review your portfolio to see where you can maximize performance. Here are 5 tips to optimize your portfolio.
Nov, 25 2011
Finance alla Berlusconi: Understanding Yield Spreads
The relative measurement of yield spreads indicate what’s really going on in credit markets. Find out how they can be used in making your investment decisions.
Nov, 23 2011
Another Year, Another Black Friday
Retailers are inching their way to an earlier start this holiday season, opening their doors Thursday evening for the traditional Black Friday sales.
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Understanding the various forms of mutual fund fees (Part 1)
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New Feature on Jemstep blog: The Jem5 rankings
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Measurements of risk in mutual fund research
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Understanding risk-adjusted returns
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What is a bond mutual fund?
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2012 Presidential Election Year: Friend or Foe for your Portfolio?
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Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
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The Month in Review – January 2012
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Understanding Correlation and Covariance. And What it Means for Your Portfolio.
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How to Create an Investment Plan that Will Lead to Financial Success
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Joeadventure: Don't believe it. We ARE Japan 2.0 and getting wor...
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david: How does Jemstep factor past periods of performanc...
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Coburg: No we are not in danger of becoming another Japan ...
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Far409mer: If you don't save for the future - you will have n...
