Articles
Investment Objectives and Experience
Understanding Investment Objectives and Experience: What They Mean and Why They Matter When beginning a financial planning relationship or opening a new investment account, clients are typically asked to complete an investment intake form. Two ...
Time Weighted Return - How is it Calculated?
TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.
Understanding Liquidity Needs
Understanding Liquidity Needs When beginning a new investment relationship, one of the key areas often addressed in an intake form is liquidity needs. While it may seem like financial jargon, understanding and articulating liquidity needs is ...
Understanding Risk in Investing
Understanding Risk in Investing: What Every Investor Should Know When it comes to investing, risk is not something to fear—it’s something to understand and manage. Every investment carries some level of risk, whether it’s the potential for marke...
Understanding Time Horizons
Time Horizons: Why They Matter in Investing When it comes to investing, one size doesn’t fit all. Your time horizon—how long you plan to hold an investment before needing the money—is a critical factor in shaping your investment strategy. ...