October 5, 2018

Investor Series – Price

The final “P” in our analysis pertains to how expensive a fund is. The main indicator of price is the expense ratio which is typically found in the prospectus. The main question in this section is if the expense ratio reported is an acceptable price when looking at its category […]
October 5, 2018

Client Story – Planning for Retirement

The story below is a fictional client narrative. All characters and events in this publication are fictitious and any resemblance to real persons, is purely coincidental What prompted this pre-retiree couple to reach out to us was their interest in planning for retirement. Bob was having health issues and was challenged […]
October 5, 2018

Youth on Course – 100 Hole Hike

Thank you to everyone who either donated or supported me in the 100 hole hike to benefit Youth on Course.  Walking a hundred holes of golf while keeping the resemblance of a golf game during the process was quite a challenge but well worth the effort. Hitting the ball in […]
September 24, 2018

Investor Series – Parent

The company overseeing a particular fund should also have certain characteristics that are appealing to investors. The “Parent” should have relative stability and attractive profitability. One of the questions posed in this segment is does this firm’s suite of funds provide strong returns and overall value to its investors? While […]
September 14, 2018

Investor Series – People

This third installment starts us down the path of the qualitative side of our analysis. Remember back to the introduction that this process is a mixture of art and science. This is where the art comes in. This portion answers the questions surrounding who are the actual fund managers themselves? […]