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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Now read this

Benchmarking..

This will become your tipping point.. I know this because it was mine. The only way to know for sure how you’re doing is to compare the performance you’ve already achieved against that of the market for the same time period. At... Continue →