Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

WIDESPREAD DISASTER. CALIFORNIA’S MINIMUM WAGE WILL GO UP TO $16.90 STARTING NEXT YEAR. IN A LETTER SENT TO THE GOVERNOR AND LEGISLATIVE LEADERS TODAY, THE CALIFORNIA DEPARTMENT OF FINANCE NOTIFIED ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Gauging level 3 asset totals from annual reports is the easiest way to identify a fund’s liquidity risk. That’s relevant today, given asset managers’ rush to sell private assets to investors on the ...

Physics is the search for and application of rules that can help us understand and predict the world around us. Central to physics are ideas such as energy, mass, particles and waves. Physics attempts ...

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