Everand Logo

Welcome to Everand!

  • Kiplinger

    How Should YOU Measure Your Investment Performance?

    by Mike Palmer, CFP, Managing Principal, Ark Royal Wealth Management Aug 22, 2018 2 minutes

    I've spent over 25 years in the financial advisory profession but recently had a startling realization about investment performance. During a friendly debate with a friend who manages a small-cap mutual fund, I realized even seasoned investment professionals can have misperceptions about investment performance. My friend had a fixation on top quartile performance, a key measure of his professional ranking, but one with little

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger5 min read
    As the Market Falls, New Retirees Need a Plan
    Anyone newly retired or nearly so must feel like they have the worst timing in the world. A portfolio tends to be largest near retirement, just before those savings are about to be drawn down. These days, however, most portfolios have lost value; the
    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger3 min read
    I’ve Inherited a Lot of Money. Now What?
    It’s no surprise that many people who inherit millions of dollars are uncertain about what to do with their newfound wealth. The possibilities of becoming a multimillionaire overnight can be overwhelming, especially during a period when most are grie

    Related Books & Audiobooks