Latest Content

Deciphering Investment Terminology

Wilmington Trust |
Investment Management

Learn more about Sharpe ratios, beta, standard deviation, and other investment terms.The Sharpe ratio measures a security’s risk-adjusted return.Beta measures the volatility of a security relative to a relevant benchmark index.While these measurements can be hard to understand at first, they are important tools for comparing potential investments.Are you confused by some of the terms analysts use to quantify risk and performance? Here’s a quick guide to some of the most common measurements.


Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning

Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines.A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider.It allows insiders to achieve investment diversification and reduce risk without running afoul of securities regulations.