Your Account

Take a Look at Your Monthly Reports, and More


Annualized Return or CAGR

The Annualized Total Return, also called the Compounded Annual Growth Rate (CAGR), is a useful number to describe the performance of an investment.  Never confuse

Read More »

Backtesting Strategies & Overfitting

Strategy backtesting is often used to test an investment strategy from historical stock or ETF information (usually price).  The belief is that if a strategy performed well in the past, then it should continue to perform well in the future.

Read More »

Annual Returns

Annual returns can be a useful performance measure, but it’s often overemphasized by the investment sales literature.  It’s also sometimes used interchangeably with annualized returns,

Read More »

Standard Deviation as a Measure of Risk

There are many ways to measure and assess risk in an investment.  The standard deviation is one such way and it measures how much returns change over a period.  This is also known as the volatility of returns.

Read More »

Economic Cycle

In investment-speak, we typically refer to the economic cycle as the time frame that includes a period of expansion followed by a recession.

Read More »

The White Paper

Fill in the form

We will need a few information for billing purposes