Advisor Performance..  

SPIVA is a fantastic resource for anyone trying to understand the active vs passive performance debate.

Here is the Mid-Year Performance for both the US and Canada in 2014. Short version.. it’s really tough for an advisor to beat or even match the appropriate index over a sustained period of time.

If 2015 is your year to take control of your financial future then you need to start with our ABC’s.. :)

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No knowledge is useless…

Quick who has the greatest winning streak on Jeopardy? Don’t know?? or Don’t care?? How you approach the answer can separate you from success and failure. P.S He’s Ken Jennings and he’s won almost 3.2M on Jeopardy! Let’s imagine you’re... Continue →