The Impact of Expense Ratios on Investment Performance

The basic idea behind investing is to grow your assets, of course. However, there are certain factors involved in the entire investment process that can take a chunk out of your expected investment returns. Investment fees are one notorious factor, so we decided that we’d look through some of the basics on expense ratios and their potential impact on investment performance…

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Investing for Education 101

In an increasingly competitive and technical world, a proper post-secondary education of some sort is more important than ever before. It’s also more expensive than ever before, so being able to invest wisely for education is an extraordinarily important thing. Here, we’ll be covering just the basics of investing for college.

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IAM Customer Survey Results

2013-05-15We’d just like to let all of the IAM portfolio management software users who responded to our customer satisfaction survey know that we really appreciated their feedback and that we’ve put together a page detailing the survey results. The results were overall very positive, and we are extremely pleased with both the turnout and community feedback which we can use to further improve the quality of IAM software. You can view a summary of our findings on our new Survey Results page.