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Investing is a Team Sport. You’re the Manager… Take Charge of the Team.
Mar 14, 2012
Here are some tips on how to manage your investment team for optimal performance.
Author Archives: Katrina Lamb, CFA - Senior Financial Analyst
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Making Sense of Commodities Markets
Mar 12, 2012
Here is a brief explainer of key measures of commodities performance and how to interpret them for economic and investment purposes.
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Beware. Mutual Fund Fees Could be Reducing Your Net Worth.
Mar 6, 2012
Fees and expenses have a real impact on your net worth. Understanding the different fees can put you in a better position to get more out of your investments.
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Investing in Country and Regional Stock ETFs
Mar 5, 2012
Investors with a long-term view on shifts in regional performance might be interested in the ease of exposure that ETFs provide to international regions.
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Are Fixed Income Yield Products Right for You?
Feb 28, 2012
There are many varieties of fixed income products. The key is to understand what the trade-offs and risks are, and how they align with your yield objectives.
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The Fed’s Impact on the Yield Curve and Your Portfolio
Feb 27, 2012
Decisions the Fed makes are very important to your portfolio. It is helpful for investors to understand what is going on when Fed announcements come out.
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Jem5: The Best U.S. Small & Mid Cap ETFs
Feb 21, 2012
While small & mid cap stocks are more volatile than large cap, they tend to be performance leaders in rallies, making them great for long-term investors.
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What You Can Do to Make Sure Your Advisor Acts in Your Best Interest
Feb 15, 2012
Keep your advisor honest by understanding their decision making process for the funds they recommend and whether they are compensated by other sources.
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What Alpha Says about Your Fund Manager – Luck or Skill?
Feb 13, 2012
Active fund managers use alpha to show the extent to which they have outperformed their benchmark. But what does this “outperformance” actually mean?