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Performance Metrics when Evaluating a Fund

Evaluating portfolio performance and risk-return profile is an integral aspect of portfolio management. In this blog, we dive into some terms and...

5 from 5i - Mining for Volatility

5 from 5i: "Mean Reversion is the Religion of the FED"

Here are five investment and finance stories we found interesting this week.

5 from 5i - Chasing Manager Performance

Here are five investment and finance stories we found interesting this week.

“Past performance is not indicative of future returns”

Anyone who reads financial literature will be all too familiar with this term, but the truth of the matter is that, sometimes, historical results...

Five from 5i - Investing in 2015

Here’s five links we found interesting this week at 5i

Industry Performance and Tax-Loss Selling

It's that time of year again...

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Market, Upcoming Webinar, Model Portfolio, and Report Updates!

Special Webinar - Tariff Trauma Join Ryan Modesto, CFA at i2i Capital...

5 questions to ask to protect your portfolio from a trade war

With fears that Donald Trump's tariffs will hit the global economy, here's what to look for in...

Headline image for Rockets and Duds: Week 16 - April 14, 2025