January 11, 2018 In 2017, I found a number of events and resources that can help anyone define their own investment philosophy and process. Reading, learning and hanging out with great investors can help one improve as an investor looking to create wealth over the long-term. January The 20th Annual Needham Growth Conference1 is January […]

Digging deeper into mutual fund performance metrics This brief is the first in a series discussing performance metrics that are important to mutual fund investors. Absolute performance is vital, but does it tell the whole story? If it did, nobody would ever invest in the trillions of dollars of U.S. Government securities which currently yield […]