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Media & Marketing Director
High School Basketball Coach
University of Cincinnati Graduate
Center of Fiduciary Studies Graduate

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Style drift by a mutual fund manager can kill a portfolio’s performance and can cause an investor to end up with a portfolio that is far greater or less than their market exposure intentions.  Check out this latest video that explains how this happens.

Video posted at 2:22 PM (1 year ago) | Permalink

What do you do when your fund has terrible performance and you don’t want to close the fund? Watch this segment called “A Lesson in the Life of a Fund Company” to find out how Legg Mason did it!

Video posted at 4:28 PM (1 year ago) | Permalink

03/11/2010

Those pesky target date funds are at it again.  I didn’t know it was possible for them to become worse, but they have taken a step in that direction.  Check out this video where we discuss on Matson Money Live.

Video posted at 10:22 AM (1 year ago) | Permalink