Federal Street eLetter Masthead 2

October 30,  2012
Is Beating the Index the Wrong Objective?

The Challenges of Evaluating Your Investment Program in Today's Environment

 

Many investors measure success or failure by how well their investments are doing in comparison with a proxy such as a popular market index. But sometimes, and now may be one of those times, success against those market proxies may be the wrong measure. 


It's hardly news that we're in a tough investing environment now - but it's worth a quick review of the major forces affecting the markets and your investment prospects.  In a new white paper by President and Chief Investment Officer John LaPann, he shares his perspective on those forces and the importance of thinking long-term.    

 

Click through to read the article on our website.   

Gone are the days when a 60% equity, 40% intermediate bond portfolio pumped out 8% or higher like clockwork.  We won't see an easy 8% any time soon. 

    Book Pick:
FEDERAL STREET ADVISORS   
www.federalstreet.com      617-350-8999 

Providing conflict free investment consulting and wealth advisory services to individuals and nonprofits, with particular expertise in:   Customized Portfolio Design,  Alternative Investments,  Socially Responsible Investing, Philanthropy, Endowments & Foundations and Working With Complex Families.