Good financial advisors don’t just help clients reach their goals–they carefully analyze hundreds of funds and use complex, specific metrics to customize strategies for their clients. In the final installment Continue Reading →
Alpha, beta, Sharpe ratio: these metrics are ubiquitous tools in the investment community. When used correctly, they can help investors better evaluate their decisions. User incorrectly, they may lead to Continue Reading →
As a Financial Advisor, I can choose from hundreds of funds to help my clients reach their investment and financial goals. Before I recommend a fund, I use a lot Continue Reading →
At Principled Solutions, most of our portfolios are made up of various mutual funds or exchange-traded funds. There are hundreds of funds available for any given asset class and objective. Continue Reading →