by Krisan Marotta | May 19, 2014 | KBO, Performance
PortfolioCenter provides two main performance calculations: Internal Rate of Return (IRR) and Time-Weighted Rate of Return (TWR). What’s the difference? IRR measures the overall growth of the portfolio. If your goal is to reach a $1 million by age 65, IRR...
by Krisan Marotta | Jun 24, 2011 | KBO, Outsourcing
If you’re considering outsourcing, check out this article in Investment News: Outsourcing peripheral tasks lets advisers focus on growth, clients By Andrew Osterland, June 19, 2011 When David Marotta started his advisory practice in 2000, he was tempted to get...
