- Bradley Barrie, CFP, ChFC
Multi-Dimensional Portfolio Solutions
As a financial advisor, I spent many an afternoon helping clients understand (and even appreciate) their investment returns. When it comes to absolute and relative returns, which is best to help your clients achieve—and hopefully even exceed—their financial goals? Our answer might surprise you.
It’s that time of year again when wall street and stock market followers all ask, what will next year bring us in returns? What are your price targets for the S&P 500? Of course, some will say they are right more often than not. However, if you look, most years, forecaster averages are wrong.
Dynamic Alpha Solutions is committed to simplifying complexity – and that includes the ABCs of financial terminology.
Having been in the financial services industry for over 25 years, I know that the world of finance has its own complex jargon – but it doesn’t have to make you feel like an outsider.
Read more: The ABCs (Alpha, Beta, Correlation, …) of Financial Terms
What should I invest in? How much should I put in stocks versus bonds? Should I investigate alternatives? Is it better to focus on one specific ratio? Should an algorithm hold more weight for success than the opinion of a financial manager?
Read more: How many different approaches to Asset Allocation are there? And what really drives performance?
Investing is like a recipe, let’s say we’re making cookies: Do you look for the best ingredients and then get an average recipe? OR is it better to get average ingredients with an amazing recipe?
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