by admin | Sep 28, 2009 | Investment Performance Guy, News
Last week I had an “a ha” moment when during a meeting, discussion turned to the meaning of the term “plan sponsor.” I always considered it a broad expression, that refers to institutional clients (e.g., pension funds, endowments, foundations)....
by admin | Sep 19, 2009 | Investment Performance Guy, News
“Definitions would be good things if we did not use words to make them” J. Rousseau Our industry is replete with words, expressions, and abbreviations that conjure up different meanings. My son, Chris, and I were on the phone with a prospective consulting...
by admin | Sep 11, 2009 | Investment Performance Guy, News
I think it’s fitting, on this eighth anniversary of 9/11, to pause and reflect on that horrible day. There are a few events in our lives that we recall a lot of details about: some are especially wonderful, such as births and weddings, while others are tragic...
by admin | Sep 10, 2009 | Investment Performance Guy, News
I just launched a poll on Linkedin: Will the DJIA close above 10,000 by December 31. Please join in!
by admin | Sep 2, 2009 | Investment Performance Guy, News
A few weeks ago I began monitoring traffic on the blog. And while I can’t tell who is logging in, I can tell where they’re connecting from. And so far we’ve been accessed from at least 23 countries: United States, Switzerland, United Kingdom, Canada,...
by admin | Sep 1, 2009 | Investment Performance Guy, News
“Financial crisis of past year offers many lessons,” reads the CFA Institute’s lead story in today’s e-mail news brief. The story is from The Wall Street Journal and points out how “we are nearly six months into one of the most impressive...
