There are certain inevitable truths to our business. Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the aggravation and heartache that comes with miscalculated action. In a recent review with one of our clients, I was shown a spreadsheet that the client had put together to keep track of his investments. He stated that his philosophy was simple…compare the balance on each account from the beginning of the year to the end. From this, he was able to deduce which investments had performed poorly versus those that had risen to the top. » Read more: Good Apples & Oranges Help Avoid Lemons
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