Here are some useful resources to help you:
SPIVA ScoreCard
- Do Past Mutual Fund Winners Repeat? Very few funds manage to consistently repeat top-half or top-quartile performance. Read more about the S&P Persistence Scorecard here.
- A Unique Scorecard for the Active vs Passive Debate. The Indexing vs. Active Management debate has been a contentious subject for decades. This Semi-annual update published by Standard and Poor's offers a comprehensive look at the trend of a large percentage of managers failing to outperform their benchmarks over the long-term. Recent SPIVA SCORECARD
Markets
Economic
Educational
- CFA Institute
- CFA Society New York
- Why Select a CFA Charterholder?
- Protecting Your Assets
- Selecting An Investment Professional
- Questions For You and Your Advisor
- Tips for Avoiding Common Investment Mistakes
Calculators
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
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