Viewing entries tagged with 'folioscore'
Broken Plans
Last fall when we were diligently working to develop Folioscore.com, an application that allows investors to audit how well their advisor is managing their portfolio towards achieving their financial planning goals, Andy Gluck sent me an insightful article, Broken Plans.
Managing Portfolios for Goal
As the reality of an economic recession begins to appear more certain, investors are becoming increasingly skiddish as to whether they should stay the course or abandon their investment plans altogether by seeking a defensive position. While it is unknown as to the length and severity of this current crisis, fear looms we are in the midst of an unprecendented event.