October was a good month for our investors. Our clients’ IM reports are available in their secure portals. Note: The calculation used to determine investment returns experienced by our clients is called the internal rate of return. It is cash flow specific and is net of all fees and expenses. Investment return information is provided by Morningstar using GIPS standards.… Read more →
Tag: BLS
Our investors have done well!
Our investors continue to gain on inflation! Investment advisor regulations discourage citing specific investment results here, but I can say that our clients’ investment portfolios have, in general, grown faster than inflation over the past 5 years! Specific information is available to our IM clients. Note: The calculation used to determine our clients’ returns is called the internal rate of… Read more →