Friday, January 25, 2013

Gamma - The New Investment Concept!

When it comes to generating retirement income, investors arguably spend the most time and effort on selecting ‘good’ investment funds/managers—the so called alpha decision—as well as the asset allocation, or beta, decision. However, alpha and beta are just two elements of a myriad of important financial planning decisions, many of which can have a far more significant impact on retirement income. Morningstar introduced a new concept called “Gamma” designed to quantify the additional expected retirement income achieved by an individual investor from making more intelligent financial planning decisions. This is a must read for planners and for investors who want to optimize their retirement assets. This is the essence of Intelligent Investing!

Read all about it here!

CBlakely  CFP®, CTFA           01-2012

1 comment:

  1. Thanks for the post and information! I think education is important for us so we must prepare the best education for our generation by sharing such great information with each other!