CornerCap Blog

Man on Tracks

Dollar Cost Averaging: Not All It's Cracked Up to Be

As you might expect, we get questions about dollar cost averaging (DCA) frequently.  Would it be better for the client if we invested a large sum (typically cash) gradually over several months, or...

Closet Indexing and the Concept of "Active Share"

With our commitment to institutional investment research, we are constantly evaluating our process and performance to make sure our research is the best it can be. In our conversations this year with...
MoneyToBurn

The Variable Annuity Decision

Investors are presented with many opportunities to help them reach their financial goals.  One investment that is often presented to investors is an annuity.  There are generally two types of...
Greedy Successors

Passing On -- Self and Wealth

Recently a long term client reminded me of a question that I asked him at our first meeting over 20-years ago:  What do you plan to do with the assets that you have accumulated?  This client and good...

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