A client reached out this week to inquire about her performance (rate of return) since we started working together. As I drew her attention to that section of her quarterly reports, I also explained a couple of things to keep in mind when calculating and evaluating performance returns. These are important concepts for all investors […]

When in a meeting recently, I was explaining to a client a quick way to think about varying rates of return – the Rule of 72.  The client wasn’t familiar with it – so I thought a few of you may also wish to learn more about this simple but effective formula. It’s called the […]