Join educated investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe
AVL Wealthcare Boats

Discover your wealth, well-lived.™

We are caring individuals with deep, uncommon commitment to each and every client relationship.

We are a collaborative team of wealth professionals with far-reaching financial know-how.

We are a familiar name. Like the families and businesses we serve, we’re no strangers to our community’s many challenges … and its endless blessings. We’re here for the long haul.

We are AVL WealthCare, serving business owners, professionals, philanthropists, retirees, retirement plan providers and others in the Mississippi Gulf Coast region and beyond.


Learning Center

Does Firing Money Managers Lead to Improved Performance?

  • January 25th, 2016

Leonard Kostovetsky and Jerold Warner, the authors of the study You’re Fired! New Evidence on Portfolio Manager Turnover and Performance, which was published in the August 2015 issue of the Journal of Financial and Quantitative Analysis, contribute to the literature on the performance of money managers by examining managerial turnover at both internally managed mutual…

Outsourcing Management: Does It Improve the Performance of Mutual Funds?

  • January 25th, 2016

From 1980 to 2014, the percentage of American households that owned mutual funds rose from 5.7 percent to 43.4 percent. At the beginning of 1980, mutual funds held only around 4 percent of all U.S. equity. However, that figure is now around 30 percent. That increased share is basically explained by the fact that direct…

The Two Types of Risks Every Investor Must Understand

  • January 25th, 2016

As markets start off the new year with a global slide in prices, you may want to re-acquaint yourself with a concept often found in standard introductory courses on economics–the difference between systematic and nonsystematic risk. Your retirement assets could depend on it. While those words may sound like a bunch of financial mumbo jumbo,…

©2016 AVL WealthCare, LLC