Month: February 2017

An Excellent Last 12 Months for Investors

The past 12 months ending February 13, 2017 have been particularly good for our investors, the average return being +17.34%. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash flow specific and is net of all fees and expenses. It represents the average return experienced by our investors during the period.… Read more →

Quick Note February 2, 2017 – Schwab Trading Costs, IRS Resources.

Schwab reduces trading costs. Many of the core holdings that we employ for the benefit of our clients are traded without commissions. However, some of the holdings that we prefer can only be traded with commissions. Schwab has now reduced their commission rate on these trades. Going forward our clients who choose electronic document delivery will pay just $6.95 to… Read more →