Chris Gallant, CFA, is a senior manager of interest rate risk for ATB Financial with 10 years of experience in the financial markets. Geometric mean provides a better measure of portfolio performance ...

This is my second blog on mean, mode and median in just a week – surely that’s far from average. However, I’ve just been reading about the differences between the arithmetic mean and the geometric ...

Kristina Zucchi is an investment analyst and financial writer with 15+ years of experience managing portfolios and conducting equity research. Charlene Rhinehart is a CPA , CFE, chair of an Illinois ...

Many advisers seldom — if ever — take the time to determine the return of investments on their own. Often, they will rely on third-party calculations for the average annualized performance of funds ...