A recent study conducted by the Vanguard Group estimates that financial advisors can add annually up to 3% net of fees to the returns of private clients (*). Coaching you and your family Tax efficiently locating your assets Pursuing cost efficiencies Generating superior performance Allocating your assets and rebalancing your portfolio Managing risks (*) We subscribe to the approach described in the Vanguard paper; however, our results may be different from the ones illustrated in the report.
FINANCIAL EDUCATION ESSENTIALS
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"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
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"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
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"The inefficient stock market", R. Haugen, 2002
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"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
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"From efficient market theory to behavioral finance", R. Shiller, 2003
