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Education

You are here: Home / Clients / Resources / Education

Education is foundational in all that we do. You will find resources below to help you gain additional knowledge and understanding.


April 2018

Statement Education

July 2016

Where is the Dreaded Inflation?

July 2014

Sortino Ratio. Measuring downside volatility.

July 2013

Yield vs. Income vs. Capital Gain. Understanding your statement.

July 2012

Diversification and the Callan Periodic Table.

January 2012

Measuring investment efficiency. What is the “mpg” of my investment portfolio?

July 2011

Grading investments on “the curve.” Risk measurement, dispersion probability, and standard deviation.

January 2011

Capturing gains and absorbing losses. Analyzing the net capture ratios sheds light on investment appeal.

July 2010

Volatility is the enemy. Rolling 3-year averages show the positive effect of reduced risk in volatile markets.

January 2010

Relative returns vs. absolute returns. When should I be happy that my portfolio is down?

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  Vision Financial Advisory Corp, Vision Tax Planning and LPL Financial are separate entities.

See form CRS linked here.

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