Author Archive
Know Your ABC’s: The Impact of Fees on Investment Performance
By G. Gregory Smith, Jr.
As a follow up to our study on how taxes can impair investment returns, we thought it only logical to address how fees are another “hidden pitfall” for investors. The following discussion is intended to be a primer on how investment managers are compensated. The multitude of investment vehicles on the market today prohibit a comprehensive explanation, but …
Taxes — The Hidden Pitfall for Investors
By E. Scott Batchelor, Jr.
Performance is the great leveler in the investment world. Most people are less concerned with how the vehicle looks than with how fast it travels, how much it costs, and how it will hold up in a crash (and yes, all three puns intended). However, measuring performance is not always as simple as one might think; especially when you take into account the …
Is Risk Factored into Your Investment Plan?
By Andrew D. Davis
The fluctuations in the securities markets have increased in recent days, driven by a myriad of economic data that has some investors fearing the onset of a recession. The former Federal Reserve Chairman, Alan Greenspan, a little out of character, publicly gave his probability of a recession by year end 2007 at one in three. His well-followed speech sent a ripple throughout markets, bringing back the …
Jim Agnew Joins Smith Salley
Smith, Salley & Associates is please to announce the addition of Jim Agnew to our team. Jim comes to Smith, Salley & Associates with over 40 years experience in research and portfolio management. Jim retired from CCB/SunTrust after 35 years with that bank in December after working in various capacities, most recently as senior portfolio manager in the Wealth …
Andrew Davis Part of Smith Salley
Smith, Salley & Associates is please to announce the addition of Andrew D. Davis as an analyst and portfolio manager. Davis, a resident of Charlotte, comes to Smith, Salley & Associates with 9 years experience in research and portfolio management. Prior to joining SSA, he was most recently a Vice President and portfolio manager with SunTrust Personal Asset Management.
Davis received a Bachelor of Arts in Economics from the …
Partners & Associates
At SS&A, we’ve assembled the experienced and trusted team you need. And, importantly for you, we’ve assembled your team in an independent, fee-only practice that squarely aligns our interests and incentives with your best interests.