It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint. As an investment professional,...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken. With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...
An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function). And the process of designing an investment portfolio should be...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
We wouldn’t want to be shareholders of any of the polling companies this morning as, once again, the pollsters were proved to be completely wrong. Donald Trump’s victory has certainly taken many by surprise. The more that the election results...
It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them. While in some ways it feels trivial and disrespectful to comment on the...