Fall 2008 Investment Analysis – FIN 3102 B Dr. Emir Hrnjić Test 2 SECTION ___ PRINT NAME _____________________________ MATRICULATION NUMBER_______________ Rules and directions:…
1. PerspectivesFebruary 2012Legg Mason CapitalManagementSeeking portfoliomanager skill Past performance is no guarantee of future results. All investments involve risk, including…
Slide 1Tactical Asset Allocation: History, Theory & Practice Brian Schreiner Schreiner Capital Management, Inc. Exton, PA - www.scminvest.comwww.scminvest.com June 26,…
1. Investment Planning Slides designed by Rosilyn H. Overton, MS, CFP®, CRPS, LTCP Text pages 381-389 2. What is Investment Planning From a client’s perspective, investment…
1. INVESTOR UPDATE 2013Park Street Financial Group Park Street Financial Group (PSF) is a private, objective, Registered Investment Advisor which manages CONTENTSportfolios…
(3)GOLD:- Is said to be the evergreen currency but has only appreciated its value by just 1.5 times in last 30 years , adjusting for CPI. As it purchased one time will not…
1. Trends in the U.S. Industry – and Their Implications Theresa Hamacher, CFA President September 23, 2014 2. 1900 3. 1925 4. 1950 5. 1974 ERISA signed into law IRAs created…
1 Investment Insights September 2013 The active advantage “The average active manager can’t beat the index.” This phrase has been repeated so many times it almost seems…