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Video, Articles Damir Alnsour MBA, CFA, CFP®, FCSI® Video, Articles Damir Alnsour MBA, CFA, CFP®, FCSI®

Luck vs. Skill: Rolling the Dice in Asset Management

Can investors reliably identify skilled managers in real time? Evidence suggests not. Studies by Fama and French show that only a few outperform beyond luck, and even then persistence is elusive. SPIVA data confirms most managers lag benchmarks over time. The lesson is clear: focus on controllable factors instead.

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Articles Matthew Evans CFP®, CIM® Articles Matthew Evans CFP®, CIM®

Hitting All the Right Notes

Music is an integral part of our lives. It can lift our spirits and provide an escape from the daily grind. The growth in music consumption has made music publishing catalogues an attractive investment.

Have you ever wondered how to invest in music?

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Articles Matthew Evans CFP®, CIM® Articles Matthew Evans CFP®, CIM®

Investment Allocation Trends

Over the last few decades there has been a growing trend from institutional investors, like pension plans, to diversify beyond stocks and bonds into alternative investments.

So, what are the alternative investments that pensions are allocating to? Continue reading to find out.

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Articles Mehul Gandhi CFP®, CLU®, TEP Articles Mehul Gandhi CFP®, CLU®, TEP

A Good Problem to Have

If you were successful in generating wealth during your working years, your advisor or financial planner may inform you that you have more money than you will ever spend. Instead of worrying about “do I have enough,” your concern shifts to “how do I protect what I have saved?”

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