Tag Archives: dalbar
Got GIPS?
An investor, fiduciary, and plan administrator walks into a bar on Wall Street. He wakes up an hour later with a huge bump on his head and his wallet gone . . . Ba dum-cha! I know, bad joke. When is … Continue reading →
Posted in Uncategorized
|
Tagged 401k, dalbar, fiduciary, GIPS, investing, investment, Morningstar, Russell 2000, S&P 500
|
Comments Off on Got GIPS?
Don’t Just Do Something…Stand There!
Most of us feel better when we’re doing something. This is an unfortunate reality for investors, and it’s why most investors will achieve results far below the market rates of return. Yet again, according to DALBAR the average investor far … Continue reading →
Posted in investing, rebalancing
|
Tagged dalbar, disciplined investing, Diversification, Market Timing, rebalancing
|
Comments Off on Don’t Just Do Something…Stand There!