Business owners – the asset allocation in your investment portfolio should be different

As a business owner, it is essential that your investment decisions regarding your asset allocation take into account the potential interplay between your business and your investment portfolio, as economic uncertainty may impact your firm potentially in different ways than your investment portfolio.

Investment management: Why active managers can outperform and how to select them

In our discussions with clients, we regularly find ourselves in a debate about the merits of active fund managers. Why not simply use passive funds that replicate a stock market index, cost a lot less, and seem to be doing the job similarly well?