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Assess Portfolio Risk First, Then Returns

By Gary Brent on September 8th, 2020

Its common knowledge that global markets are unpredictable. With this in mind, during the 2020 global financial bear market caused by the COVID-19 pandemic, a majority of investors witnessed major declines in their portfolios and a downfall of...

Mitigating Investment Portfolio Volatility

By Gary Brent on February 26th, 2016

The simple fact is that global markets are volatile. While this is always true, it is particularly pertinent presently, in the aftermath of the 2008-2009 global financial crisis when investors saw serious declines in their portfolios and the...

Debunking the Investment Industry: Relative Benchmarking

By Gary Brent on June 18th, 2015

How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the more crucial because how your portfolio’s performance is judged – the benchmark against which it is being measured – can...

Goals –Based Investment Planning (Illusion to Reality)

By Gary Brent on February 4th, 2010

Over the past several years we have begun to see much more discussion and research focused on exploring the validity of Modern Portfolio Theory (MPT) and Efficienct Frontier concepts as the primary means of developing and implementing the most...

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