Show me your portfolio. I will analyze its performance over the past three years. If it has matched the market indexes, then I will congratulate you and continue to monitor it on a quarterly basis at your discretion. If it has lagged, then I will suggest you move towards indexing and I will help you accomplish this. If there is still room for “active” management, then I will help you find an appropriate firm.
Stuart Weiss CPA/PFS, LLC
Show me your portfolio. I will analyze its performance over the past three years. If it has matched the market indexes, then I will congratulate you and continue to monitor it on a quarterly basis at your discretion. If it has lagged, then I will suggest you move towards indexing and I will help you accomplish this. If there is still room for “active” management, then I will help you find an appropriate firm.
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Stuart Weiss CPA/PFS, LLC
Show me your portfolio. I will analyze its performance over the past three years. If it has matched the market indexes, then I will congratulate you and continue to monitor it on a quarterly basis at your discretion. If it has lagged, then I will suggest you move towards indexing and I will help you accomplish this. If there is still room for “active” management, then I will help you find an appropriate firm.
Read More...
Stuart Weiss CPA/PFS, LLC
Show me your portfolio. I will analyze its performance over the past three years. If it has matched the market indexes, then I will congratulate you and continue to monitor it on a quarterly basis at your discretion. If it has lagged, then I will suggest you move towards indexing and I will help you accomplish this. If there is still room for “active” management, then I will help you find an appropriate firm.
Read More...