Category: Investment counselling & the client experience
Mathew Harrison

Statement Shock: Bonds in the Red

There’s no shortage of fear mongering in the financial media these days about the looming bond bubble. The negative sentiment is not unfounded. The federal reserve has been running the printing presses for several years now in the name of … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part II)

In my last post, I introduced a thought experiment: what would be the ideal situation for the investment of your family wealth if you had started a generation ago, and what lessons can we learn from that experience? My answer … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager

When selecting a manager, most people start, logically enough, with the returns. That is the money manager’s product, after all. But all too often the disclosure that past performance is no guarantee of future returns seems to be more of … Read More →