Welcome to Chapwood Investments, LLC
The world of personal investing is flooded with a bewildering mix of half-truths and in many cases conflicts of interest. Even worse, the vast majority of people are ill-equipped to navigate through the muddy waters of investing and turn to professionals who have little training on structuring portfolios to minimize risks and maximize returns. As a result of this, we formed Chapwood Investments with the initial purpose of helping people interpret what they have in their current portfolios, how to statistically evaluate the benefit of it and, if needed, how to fix the inefficiencies and waste that are present.
We believe the waste most people have in their portfolios creates unnecessary volatility and in most cases reduces returns. The calculators on this site were created so that you can determine the waste in your current portfolio and so that you can understand what you should expect from your current advisor.
Chapwood Investments has created an Investment Forensics Toolbox containing numerous Portfolio Analytical Calculators that are designed to help you evaluate the strengths and weaknesses of your current portfolio. The Toolbox is designed specifically to help you gain clarity on what you currently have and what type of downside risk is embedded in your current allocations.
The cornerstone of the Investment Forensic Toolbox is focusing on the 8 most important analytics in evaluating a portfolio.
Oftentimes, investors want to know if their current advisor understands what is important in portfolio management and if they are knowledgeable enough to manage their portfolios. We have listed four key questions to ask your current financial advisor along with the correct responses. We encourage you to go to this section and give your current advisor a little quiz to determine if they have the correct understanding of portfolio management and how to measure risk. Many advisors claim to care about you, but do they actually know what they are really doing? If they answer the questions correctly, then you are in good hands. If they do not answer them correctly, then it might be time to find a new financial advisor.
Lastly, because most clients are not aware of what they should expect from the relationship with their advisors, we have included a list that outlines the basics of a client-advisor relationship.
Ed Butowsky shares his thoughts about the UK's recent vote to exit the EU and how it impacts the...
Ed Butowsky examines key metrics to help you understand your portfolio as well as how do you know if...
Ed Butowsky examines what investor sentiment means to the stock market in your portfolio value.
Ed Butowsky explains to evaluate your portfolio and invest like the real pro's.
Ed Butowsky explains how people should value the markets today based on factual data.
Ed Butowsky explains the logic behind the Chapwood Index, true cost of living increase index, and how it relates...
Ed Butowsky discusses how the stock markets are acting like unicorn startups.
Ed Butowsky discusses the struggle between global monetary vs fiscal policy and what investors need to know about such...
Ed Butowsky discusses the impact of global recession and how it impacts investors and their portfolios. Click here to view...
Ed Butowsky takes some time out to help explain how to evaluate your financial advisor and portfolio.