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.. :)

Screen Shot 2015-01-02 at 3.35.41 PM.pngScreen Shot 2015-01-02 at 3.31.53 PM.png

 
0
Kudos
 
0
Kudos

Now read this

SPIVA Year End Report Card

Did you enjoy handing your report card to your parents? I’ve heard from friends, ;) that they were quite surgical in their use of whiteout! Or perhaps they spent too much time matching their parents signature!! (I can’t imagine who would... Continue →