by admin | Feb 19, 2014 | Investment Performance Guy, News
Napoleon Hill wrote the classic, Think & Grow Rich. I am reading it for the umpteenth time, and came across the following which I think is important to consider:Successful men*, in all callings, never stop acquiring specialized knowledge related to their major...
by admin | Feb 14, 2014 | Investment Performance Guy, News
My postings slowed down this week, because I was preparing for my doctoral dissertation defense, which occurred yesterday (despite the horrid weather we were having). I am pleased to announce that I was successful.I have wanted to achieve this goal for nearly 30 years...
by admin | Feb 7, 2014 | Investment Performance Guy, News
We were recently contacted regarding the appropriate date to use for a fund’s inception. This caused me to reflect a bit, and I thought I’d touch on this briefly. There are essentially three dates you may want to concern yourself with: Inception Date: this...
by admin | Feb 4, 2014 | Investment Performance Guy, News
It’s probably not surprising that Sunday’s Superbowl is still a topic of discussion.I’m conducting a GIPS(R) (Global Investment Performance Standards) verification this week, and this morning, when I went into the hotel’s concierge lounge, I...
by admin | Jan 29, 2014 | Investment Performance Guy, News
I have to thank my lovely daughter-in-law, Monica, for providing this photo to me. Consider this, a “fun” post.I was in the Army for almost five years, and stationed for 39 months with the 25th Infantry Division (Oahu, Hawaii; I was a Field Artillery...
by admin | Jan 28, 2014 | Investment Performance Guy, News
Note: the following comes from this month’s newsletters, but I wanted to get it out, given the urgency of registering!The CFA Institute has made a huge commitment in our segment of the industry by creating, maintaining and administering the Certificate in...