Don’t Let a Wolpertinger into Your Portfolio!

Author: Chas Boinske

Charles P. Boinske, CFA, is a 30 year investment management veteran overseeing the strategic direction and portfolio management process for Independence Advisors, LLC. Have a question for Charles? CLICK HERE TO ASK CHARLES

July 10, 2017  |  

Don’t Let a Wolpertinger into Your Portfolio!

Key Takeaways Like the elusive Wolpertinger of Bavarian folklore, active managers who are successful over the long term tend to be mythical creatures. Academics have been evaluating sightings of successful active managers for decades. There is little evidence that such managers exist in large numbers. Just as few people survive encounters with Wolpertingers, many investors […]

, ,

July 5, 2017  |  

The German Connection

Key Takeaways A small, but growing cadre of advisors in Germany is moving away from the commission-based compensation model in order to serve their clients better. It’s rewarding to help talented advisors in other countries adopt our philosophy of putting the client’s best interest first and foremost, and accept the role of a fiduciary. Thanks […]

, ,

June 7, 2017  |  

There Is a Secret That Wall Street Doesn’t Want You to Know…

Wall Street’s Secret? “Where there is mystery there is margin”. The more the financiers of Wall Street can make investing sound complex and mysterious, the more they can promote their mysterious high-margin solutions. The greater their margins, the greater their profits. Now don’t get me wrong. I have no problem with anyone earning profits. Profits […]

,

June 5, 2017  |  

The 6 Most Loathed Words in Fishing and Investing…

“You should have been here yesterday!” It happens on every fishing trip.  At dinner, a well-intentioned fishing buddy or acquaintance tells you about the unbelievable fishing he experienced earlier that same day just over the mountain.  “You should have been there!” he boasts. Images of rising fish in numbers and sizes of mythical proportions race […]

March 15, 2017  |  

The Power of Diversification

In my last post we discussed the three key concepts that determine the price of an individual security.  Here we’ll explore the importance of diversifying your investments. More than five decades of academic research has confirmed two key benefits of diversifying and they’re among the most powerful concepts in financial economics: (a) Having a diversified portfolio […]

March 13, 2017  |  

3 Key Concepts That Successful Investors Understand

As a 30-year veteran of the financial markets, I’ve been through just about every market cycle and heard every sales pitch that’s come along. What’s become clear to me over the past three decades is that no matter what the media or the financial services industry tells you, evidence matters. And, evidence combined with process, […]

advanced-degrees cells curriculum faith faith-formation high-school-choice neumann-scholars quality-education recommend resources scholarship stream student-device student-retention visit activities student-life admission class-pages