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With a Little Help from My Friends

A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
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Mutual Funds versus Separate Accounts

Mutual funds have become tremendously popular over the past two decades.  Their efficiency and simplicity have been a boon for investors.  Recently, the popularity of separate accounts has seen resurgence.  Many articles have been written claiming that separate accounts are…

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