Archive

Author Archive for Jared Simon


The Real Rule of 72

Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.

August 27, 2015 Categories: The Art of Advising
Interactive storytelling

The art of interactive storytelling

Using interactive tools to help explain investment concepts and decisions can make client meetings more memorable and engaging – for advisors and clients alike.

Jan 20, 2015 Categories: The Art of Advising
Fund ratings are poor predictors of performance

The stars are (still) not aligned

Attempting to “buy” past performance presents several issues. This updated infographic depicts how Morningstar-rated funds actually performed over time, and you might be surprised to see the results.

Feb 18, 2014 Categories: Portfolio Corner
The long 'tale' of shooting stars

The long ‘tale’ of shooting stars

Fund ratings are poor predictors of performance, even over the long term. Read on to discover how the Class of 2001 has performed over the years.

Aug 6, 2013 Categories: Portfolio Corner

The stars are not aligned

Many investors equate fund ratings with a crystal ball. Read on for facts to help dispel the myth that ratings are indicative of future returns.

Jul 18, 2013 Categories: Portfolio Corner

Chasing stars in investors’ eyes

Many investors consult fund rankings when making investment decisions. Fund flows show that 2012 was no exception.

Feb 21, 2013 Categories: Portfolio Corner

Does the World Series outcome affect stock market returns? I wouldn’t bet on it

The Giants have claimed their 2nd World Series championship in the past three years. Are your friends or clients talking about how the outcome is predictive of how U.S. equities will perform? Here’s 40 years of evidence indicating if it’s a good strategy or not.

Oct 30, 2012 Categories: Portfolio Corner
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