Investment Philosophy
Speaking from Experience: Charles Ellis
Charles Ellis is a legendary financial consultant who advises institutions and governments around the world on investing. For many years he chaired the investment committees at both Harvard Business School and Yale School of Management, and he also chaired the CFA Institute, the global association of investment professionals. Mr. Ellis was recently the featured guest on Consuelo Mack WealthTrack and following is a sampling of his words of wisdom for investors from that interview.
Tuesday, July 27th, 2010
The Fiduciary Debate, continued…
Though final approval of the financial reform bill has yet to occur, House and Senate negotiation regarding the regulation of financial advisors is complete. Unfortunately for investors, the bill fails to apply the fiduciary standard to all who offer investment advice. However, a step in the right direction is included.
Wednesday, June 30th, 2010
How the Market Works… and What It Means for Your Portfolio
In a recent investment Webinar, Brad Reed and Scott Keller explained the costly flaws inherent in conventional investment wisdom while outlining a prudent process for portfolio construction and management.
