Asset Classes and Your Portfolio
Asset classes, or asset class categories, in their simplest form, are groupings of comparable financial instruments.
Asset classes, or asset class categories, in their simplest form, are groupings of comparable financial instruments.
When I look at CH Financial, what it is to our clients, to my colleagues, and me personally, I think about several things.
We at CH recognize that we need to strike this balance for our clients, and pride ourselves in our ability and determination to continue to provide…
We have a very special CH Live coming to you on Wednesday, July 21st at 3:00 pm MT. This will feature CH Financial’s President & CEO, Jeremy Clark interviewing Investia Financial Services Inc.’s President Louis DeConinck.
CH identified the four stages of 2020 in our February Portfolio Minute, which can be read here. The third stage of 2020 was the Early Rally, which occurred from April to October.
For CH, one of the ways we deliver best-in-class client service is to limit the number of clients each of our wealth advisors is primarily accountable for.
Traditionally the “anchoring fallacy” (also known as the anchoring bias) is understood as taking one single piece of information we receive and drawing a conclusion from it.
Last week we talked about how we use the Request for Proposal (RFP) process when we are either replacing or adding a new fund to our investment portfolio.
Nick Murray has been in the investment business for well over 50 years. Through that time, his wit and wisdom have become legendary. At the end of each year, he writes a short piece that describes what happened in the previous twelve months and provides perspective on how we, as fellow investors, should think about …
As we all know, there are some things that just look better – or worse – on paper. One analogy that holds true for many sports fans is how a starting lineup looks before a season starts. “We’re looking good, playoffs here we come!” only for the team to start the season 0-5 leaving fans …