Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (SCHB) and the other 20% to international stocks (EFA) are still measuring their performance versus the S&P 500 ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Peter Drucker, one of the most notable management consultants and business visionaries of all-time, once wrote: "What gets measured gets managed." Mr. Drucker is getting at several points. Perhaps ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional (RICP), and a Chartered Socially Responsible Investing ...