Subscribe

Rick Ferri

Displaying 2 results

Topic

When it comes to fees, how advisers charge is as important to clients as how much

Deducting fees from client portfolios can introduce the punishing long-term consequences of reverse compounding.

Topic

Monte Carlo forecasts prove anything is possible — or not

With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.